Mattern Wealth Management LLC DFGX Holdings History
Mattern Wealth Management LLC's Dimensional Global ex US Core Fixed Income ETF Holding Summary
As of 2025-06-30, Mattern Wealth Management LLC held 305,510.00 shares of Dimensional Global ex US Core Fixed Income ETF(DFGX), totaling $16.30 Mil. This investment constitutes 3.39% of their stock portfolio, and Mattern Wealth Management LLC now holds 1.71% of the outstanding Dimensional Global ex US Core Fixed Income ETF(DFGX) stock.
The initial trade took place in 2024Q1. And since then Mattern Wealth Management LLC has made 6 purchases of DFGX, at an average price of $53.10, for a total of 305,510.00 shares. Based on historical transaction data and DFGX's current price of $53.10, Mattern Wealth Management LLC's estimated gain on his DFGX holdings is $47.94, reflecting a 0.00% gain to date.
Mattern Wealth Management LLC DFGX ($53.10) Holding Chart
Mattern Wealth Management LLC DFGX ($53.10) 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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