Number of Shares
14,108.00
Current Holdings Value*
$596,200.00
% of Portfolio
0.23%
Total Estimate Gain
$85,658.33
% of Total Estimate Gain
0.53%

Divergent Planning, LLC's Dimensional Core Fixed Income ETF Holding Summary

As of 2025-06-30, Divergent Planning, LLC held 14,108.00 shares of Dimensional Core Fixed Income ETF(DFCF), totaling $596,200.00. This investment constitutes 0.23% of their stock portfolio, and Divergent Planning, LLC now holds 0.01% of the outstanding Dimensional Core Fixed Income ETF(DFCF) stock.

The initial trade took place in 2022Q4. And since then Divergent Planning, LLC has made 8 purchases of DFCF, at an average price of $41.55, for a total of 391,261.00 shares. In addition, there have been 2 sales at an average price of $41.76 for 377,153.00 shares. Based on historical transaction data and DFCF's current price of $41.99, Divergent Planning, LLC's estimated gain on his DFCF holdings is $85,658.33, reflecting a 0.53% gain to date.

Divergent Planning, LLC DFCF ($41.99) Holding Chart

Divergent Planning, 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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