Number of Shares
37,011.00
Current Holdings Value*
$1.56 Mil
% of Portfolio
0.32%
Total Estimate Gain
$8,265.53
% of Total Estimate Gain
0.54%

MITCHELL MCLEOD PUGH & WILLIAMS INC's Dimensional Core Fixed Income ETF Holding Summary

As of 2025-03-31, MITCHELL MCLEOD PUGH & WILLIAMS INC held 37,011.00 shares of Dimensional Core Fixed Income ETF(DFCF), totaling $1.56 Mil. This investment constitutes 0.32% of their stock portfolio, and MITCHELL MCLEOD PUGH & WILLIAMS INC now holds 0.02% of the outstanding Dimensional Core Fixed Income ETF(DFCF) stock.

The initial trade took place in 2023Q4. And since then MITCHELL MCLEOD PUGH & WILLIAMS INC has made 6 purchases of DFCF, at an average price of $41.72, for a total of 37,011.00 shares. Based on historical transaction data and DFCF's current price of $41.94, MITCHELL MCLEOD PUGH & WILLIAMS INC's estimated gain on his DFCF holdings is $8,265.53, reflecting a 0.54% gain to date.

MITCHELL MCLEOD PUGH & WILLIAMS INC DFCF ($41.94) Holding Chart

MITCHELL MCLEOD PUGH & WILLIAMS INC DFCF ($41.94) 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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