Crown Wealth Group, LLC DFCF Holdings History
Crown Wealth Group, LLC's Dimensional Core Fixed Income ETF Holding Summary
As of 2025-03-31, Crown Wealth Group, LLC held 6,294.00 shares of Dimensional Core Fixed Income ETF(DFCF), totaling $264,730.00. This investment constitutes 0.14% of their stock portfolio, and Crown Wealth Group, LLC now holds 0% of the outstanding Dimensional Core Fixed Income ETF(DFCF) stock.
The initial trade took place in 2022Q1. And since then Crown Wealth Group, LLC has made 8 purchases of DFCF, at an average price of $44.89, for a total of 328,255.00 shares. In addition, there have been 5 sales at an average price of $42.59 for 321,961.00 shares. Based on historical transaction data and DFCF's current price of $41.79, Crown Wealth Group, LLC's estimated gain on his DFCF holdings is $-758,306.78, reflecting a -5.15% gain to date.
Crown Wealth Group, LLC DFCF ($41.79) Holding Chart
Crown Wealth Group, LLC DFCF ($41.79) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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