PENOBSCOT WEALTH MANAGEMENT DFGP Holdings History
PENOBSCOT WEALTH MANAGEMENT's Dimensional Global Core Plus Fixed Income ETF Holding Summary
As of 2025-03-31, PENOBSCOT WEALTH MANAGEMENT held 672,825.00 shares of Dimensional Global Core Plus Fixed Income ETF(DFGP), totaling $35.95 Mil. This investment constitutes 15.12% of their stock portfolio, and PENOBSCOT WEALTH MANAGEMENT now holds 2.59% of the outstanding Dimensional Global Core Plus Fixed Income ETF(DFGP) stock.
The initial trade took place in 2024Q1. And since then PENOBSCOT WEALTH MANAGEMENT has made 5 purchases of DFGP, at an average price of $53.86, for a total of 672,825.00 shares. Based on historical transaction data and DFGP's current price of $54.15, PENOBSCOT WEALTH MANAGEMENT's estimated gain on his DFGP holdings is $192,505.13, reflecting a 0.53% gain to date.
PENOBSCOT WEALTH MANAGEMENT DFGP ($54.15) Holding Chart
PENOBSCOT WEALTH MANAGEMENT DFGP ($54.15) 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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