Meredith Wealth Planning DFCF Holdings History
Meredith Wealth Planning's Dimensional Core Fixed Income ETF Holding Summary
As of 2025-06-30, Meredith Wealth Planning held 266,053.00 shares of Dimensional Core Fixed Income ETF(DFCF), totaling $11.24 Mil. This investment constitutes 4.08% of their stock portfolio, and Meredith Wealth Planning now holds 0.16% of the outstanding Dimensional Core Fixed Income ETF(DFCF) stock.
The initial trade took place in 2022Q4. And since then Meredith Wealth Planning has made 11 purchases of DFCF, at an average price of $41.67, for a total of 266,053.00 shares. Based on historical transaction data and DFCF's current price of $41.99, Meredith Wealth Planning's estimated gain on his DFCF holdings is $86,376.39, reflecting a 0.78% gain to date.
Meredith Wealth Planning DFCF ($41.99) Holding Chart
Meredith Wealth Planning DFCF ($41.99) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
