Number of Shares
365,203.00
Current Holdings Value*
$15.43 Mil
% of Portfolio
7.54%
Total Estimate Gain
$-476.35
% of Total Estimate Gain
-0.00%

Parkshore Wealth Management, Inc.'s Dimensional Core Fixed Income ETF Holding Summary

As of 2025-06-30, Parkshore Wealth Management, Inc. held 365,203.00 shares of Dimensional Core Fixed Income ETF(DFCF), totaling $15.43 Mil. This investment constitutes 7.54% of their stock portfolio, and Parkshore Wealth Management, Inc. now holds 0.22% of the outstanding Dimensional Core Fixed Income ETF(DFCF) stock.

The initial trade took place in 2024Q4. And since then Parkshore Wealth Management, Inc. has made 2 purchases of DFCF, at an average price of $41.99, for a total of 365,203.00 shares. Based on historical transaction data and DFCF's current price of $41.99, Parkshore Wealth Management, Inc.'s estimated gain on his DFCF holdings is $-476.35, reflecting a -0.00% gain to date.

Parkshore Wealth Management, Inc. DFCF ($41.99) Holding Chart

Parkshore Wealth Management, Inc. 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 %

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