Number of Shares
1.61 Mil
Current Holdings Value*
$36.90 Mil
% of Portfolio
34.56%
Total Estimate Gain
$-288,432.28
% of Total Estimate Gain
-0.75%

Orcam Financial Group's Discipline Fund ETF Holding Summary

As of 2025-03-31, Orcam Financial Group held 1.61 Mil shares of Discipline Fund ETF(DSCF), totaling $36.90 Mil. This investment constitutes 34.56% of their stock portfolio, and Orcam Financial Group now holds 73.3% of the outstanding Discipline Fund ETF(DSCF) stock.

The initial trade took place in 2021Q4. And since then Orcam Financial Group has made 12 purchases of DSCF, at an average price of $23.59, for a total of 1.62 Mil shares. In addition, there have been 1 sales at an average price of $21.65 for 18,457.00 shares. Based on historical transaction data and DSCF's current price of $23.44, Orcam Financial Group's estimated gain on his DSCF holdings is $-288,432.28, reflecting a -0.75% gain to date.

Orcam Financial Group DSCF ($23.44) Holding Chart

Orcam Financial Group DSCF ($23.44) 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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