FinDec Wealth Services, Inc. DFCF Holdings History
FinDec Wealth Services, Inc.'s Dimensional Core Fixed Income ETF Holding Summary
As of 2025-03-31, FinDec Wealth Services, Inc. held 111,783.00 shares of Dimensional Core Fixed Income ETF(DFCF), totaling $4.70 Mil. This investment constitutes 4.65% of their stock portfolio, and FinDec Wealth Services, Inc. now holds 0.07% of the outstanding Dimensional Core Fixed Income ETF(DFCF) stock.
The initial trade took place in 2022Q4. And since then FinDec Wealth Services, Inc. has made 5 purchases of DFCF, at an average price of $41.51, for a total of 224,286.00 shares. In addition, there have been 4 sales at an average price of $41.71 for 112,503.00 shares. Based on historical transaction data and DFCF's current price of $42.01, FinDec Wealth Services, Inc.'s estimated gain on his DFCF holdings is $77,818.13, reflecting a 0.84% gain to date.
FinDec Wealth Services, Inc. DFCF ($42.01) Holding Chart
FinDec Wealth Services, Inc. DFCF ($42.01) 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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