Number of Shares
167,363.00
Current Holdings Value*
$7.04 Mil
% of Portfolio
5.62%
Total Estimate Gain
$-19,287.77
% of Total Estimate Gain
-0.27%

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

As of 2025-03-31, Parkworth Wealth Management, Inc. held 167,363.00 shares of Dimensional Core Fixed Income ETF(DFCF), totaling $7.04 Mil. This investment constitutes 5.62% of their stock portfolio, and Parkworth Wealth Management, Inc. now holds 0.11% of the outstanding Dimensional Core Fixed Income ETF(DFCF) stock.

The initial trade took place in 2024Q4. And since then Parkworth Wealth Management, Inc. has made 1 purchases of DFCF, at an average price of $42.06, for a total of 167,363.00 shares. Based on historical transaction data and DFCF's current price of $41.94, Parkworth Wealth Management, Inc.'s estimated gain on his DFCF holdings is $-19,287.77, reflecting a -0.27% gain to date.

Parkworth Wealth Management, Inc. DFCF ($41.94) Holding Chart

Parkworth Wealth Management, Inc. DFCF ($41.94) 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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