GeoWealth Management, LLC DFCF Holdings History
GeoWealth Management, LLC's Dimensional Core Fixed Income ETF Holding Summary
As of 2025-03-31, GeoWealth Management, LLC held 1.22 Mil shares of Dimensional Core Fixed Income ETF(DFCF), totaling $51.11 Mil. This investment constitutes 2.05% of their stock portfolio, and GeoWealth Management, LLC now holds 0.77% of the outstanding Dimensional Core Fixed Income ETF(DFCF) stock.
The initial trade took place in 2024Q1. And since then GeoWealth Management, LLC has made 4 purchases of DFCF, at an average price of $42.06, for a total of 1.28 Mil shares. In addition, there have been 1 sales at an average price of $42.63 for 68,307.00 shares. Based on historical transaction data and DFCF's current price of $41.96, GeoWealth Management, LLC's estimated gain on his DFCF holdings is $-83,700.14, reflecting a -0.16% gain to date.
GeoWealth Management, LLC DFCF ($41.96) Holding Chart
GeoWealth 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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