MOLLER WEALTH PARTNERS DFCF Holdings History
Number of Shares
376,107.00
Current Holdings Value*
$15.82 Mil
% of Portfolio
3.91%
Total Estimate Gain
$26,438.40
% of Total Estimate Gain
0.17%
MOLLER WEALTH PARTNERS's Dimensional Core Fixed Income ETF Holding Summary
As of 2025-03-31, MOLLER WEALTH PARTNERS held 376,107.00 shares of Dimensional Core Fixed Income ETF(DFCF), totaling $15.82 Mil. This investment constitutes 3.91% of their stock portfolio, and MOLLER WEALTH PARTNERS now holds 0.24% of the outstanding Dimensional Core Fixed Income ETF(DFCF) stock.
The initial trade took place in 2024Q1. And since then MOLLER WEALTH PARTNERS has made 5 purchases of DFCF, at an average price of $41.95, for a total of 376,107.00 shares. Based on historical transaction data and DFCF's current price of $42.03, MOLLER WEALTH PARTNERS's estimated gain on his DFCF holdings is $26,438.40, reflecting a 0.17% gain to date.
MOLLER WEALTH PARTNERS DFCF ($42.03) Holding Chart
MOLLER WEALTH PARTNERS DFCF ($42.03) 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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