Grunden Financial Advisory, Inc. DFCF Holdings History
Grunden Financial Advisory, Inc.'s Dimensional Core Fixed Income ETF Holding Summary
As of 2025-03-31, Grunden Financial Advisory, Inc. held 780,569.00 shares of Dimensional Core Fixed Income ETF(DFCF), totaling $32.83 Mil. This investment constitutes 15.95% of their stock portfolio, and Grunden Financial Advisory, Inc. now holds 0.5% of the outstanding Dimensional Core Fixed Income ETF(DFCF) stock.
The initial trade took place in 2023Q4. And since then Grunden Financial Advisory, Inc. has made 5 purchases of DFCF, at an average price of $41.04, for a total of 780,569.00 shares. Based on historical transaction data and DFCF's current price of $41.90, Grunden Financial Advisory, Inc.'s estimated gain on his DFCF holdings is $670,557.21, reflecting a 2.09% gain to date.
Grunden Financial Advisory, Inc. DFCF ($41.90) Holding Chart
Grunden Financial Advisory, Inc. 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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