KFG WEALTH MANAGEMENT, LLC DCOR Holdings History
KFG WEALTH MANAGEMENT, LLC's Dimensional US Core Equity 1 ETF Holding Summary
As of 2025-06-30, KFG WEALTH MANAGEMENT, LLC held 303,016.00 shares of Dimensional US Core Equity 1 ETF(DCOR), totaling $20.26 Mil. This investment constitutes 3.26% of their stock portfolio, and KFG WEALTH MANAGEMENT, LLC now holds 1.12% of the outstanding Dimensional US Core Equity 1 ETF(DCOR) stock.
The initial trade took place in 2024Q1. And since then KFG WEALTH MANAGEMENT, LLC has made 6 purchases of DCOR, at an average price of $61.64, for a total of 303,016.00 shares. Based on historical transaction data and DCOR's current price of $68.33, KFG WEALTH MANAGEMENT, LLC's estimated gain on his DCOR holdings is $2.03 Mil, reflecting a 10.85% gain to date.
KFG WEALTH MANAGEMENT, LLC DCOR ($68.33) Holding Chart
KFG WEALTH MANAGEMENT, LLC DCOR ($68.33) 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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