Mattern Wealth Management LLC DFCF Holdings History
Mattern Wealth Management LLC's Dimensional Core Fixed Income ETF Holding Summary
As of 2025-06-30, Mattern Wealth Management LLC held 337,777.00 shares of Dimensional Core Fixed Income ETF(DFCF), totaling $14.27 Mil. This investment constitutes 2.97% of their stock portfolio, and Mattern Wealth Management LLC now holds 0.2% of the outstanding Dimensional Core Fixed Income ETF(DFCF) stock.
The initial trade took place in 2022Q3. And since then Mattern Wealth Management LLC has made 8 purchases of DFCF, at an average price of $41.60, for a total of 642,701.00 shares. In addition, there have been 4 sales at an average price of $42.39 for 304,924.00 shares. Based on historical transaction data and DFCF's current price of $42.00, Mattern Wealth Management LLC's estimated gain on his DFCF holdings is $372,683.99, reflecting a 1.39% gain to date.
Mattern Wealth Management LLC DFCF ($42.00) Holding Chart
Mattern Wealth Management LLC DFCF ($42.00) 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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