Number of Shares
2.50 Mil
Current Holdings Value*
$105.75 Mil
% of Portfolio
13.75%
Total Estimate Gain
$318,416.06
% of Total Estimate Gain
0.30%

Great Waters Wealth Management's Dimensional Core Fixed Income ETF Holding Summary

As of 2025-06-30, Great Waters Wealth Management held 2.50 Mil shares of Dimensional Core Fixed Income ETF(DFCF), totaling $105.75 Mil. This investment constitutes 13.75% of their stock portfolio, and Great Waters Wealth Management now holds 1.49% of the outstanding Dimensional Core Fixed Income ETF(DFCF) stock.

The initial trade took place in 2022Q4. And since then Great Waters Wealth Management has made 9 purchases of DFCF, at an average price of $41.77, for a total of 2.55 Mil shares. In addition, there have been 1 sales at an average price of $41.67 for 52,598.00 shares. Based on historical transaction data and DFCF's current price of $41.90, Great Waters Wealth Management's estimated gain on his DFCF holdings is $318,416.06, reflecting a 0.30% gain to date.

Great Waters Wealth Management DFCF ($41.90) Holding Chart

Great Waters Wealth Management DFCF ($41.90) 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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