Daner Wealth Management, LLC DFCF Holdings History
Number of Shares
288,845.00
Current Holdings Value*
$12.00 Mil
% of Portfolio
8.8%
Total Estimate Gain
$-34,661.40
% of Total Estimate Gain
-0.29%
Daner Wealth Management, LLC's Dimensional Core Fixed Income ETF Holding Summary
As of 2024-12-31, Daner Wealth Management, LLC held 288,845.00 shares of Dimensional Core Fixed Income ETF(DFCF), totaling $12.00 Mil. This investment constitutes 8.8% of their stock portfolio, and Daner Wealth Management, LLC now holds 0.2% of the outstanding Dimensional Core Fixed Income ETF(DFCF) stock.
The initial trade took place in 2024Q4. Based on historical transaction data and DFCF's current price of $41.96, Daner Wealth Management, LLC's estimated gain on his DFCF holdings is $-34,661.40, reflecting a -0.29% gain to date.
Daner Wealth Management, LLC DFCF ($41.96) Holding Chart
Daner Wealth Management, LLC DFCF ($41.96) 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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