David Wealth Management LLC DFCF Holdings History
David Wealth Management LLC's Dimensional Core Fixed Income ETF Holding Summary
As of 2025-03-31, David Wealth Management LLC held 155,017.00 shares of Dimensional Core Fixed Income ETF(DFCF), totaling $6.52 Mil. This investment constitutes 5.45% of their stock portfolio, and David Wealth Management LLC now holds 0.1% of the outstanding Dimensional Core Fixed Income ETF(DFCF) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $41.67 for 743.00 shares. Based on historical transaction data and DFCF's current price of $41.99, David Wealth Management LLC's estimated gain on his DFCF holdings is $-14,256.16, reflecting a -0.22% gain to date.
David Wealth Management LLC DFCF ($41.99) Holding Chart
David Wealth Management LLC DFCF ($41.99) 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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