Planning Center, Inc. DFGX Holdings History
Planning Center, Inc.'s Dimensional Global ex US Core Fixed Income ETF Holding Summary
As of 2025-03-31, Planning Center, Inc. held 1.24 Mil shares of Dimensional Global ex US Core Fixed Income ETF(DFGX), totaling $64.55 Mil. This investment constitutes 7.64% of their stock portfolio, and Planning Center, Inc. now holds 8.15% of the outstanding Dimensional Global ex US Core Fixed Income ETF(DFGX) stock.
The initial trade took place in 2024Q2. And since then Planning Center, Inc. has made 4 purchases of DFGX, at an average price of $52.50, for a total of 1.24 Mil shares. Based on historical transaction data and DFGX's current price of $53.08, Planning Center, Inc.'s estimated gain on his DFGX holdings is $718,404.83, reflecting a 1.11% gain to date.
Planning Center, Inc. DFGX ($53.08) Holding Chart
Planning Center, Inc. DFGX ($53.08) 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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