Porter White Investment Advisors, Inc. DFCF Holdings History
Porter White Investment Advisors, Inc.'s Dimensional Core Fixed Income ETF Holding Summary
As of 2025-06-30, Porter White Investment Advisors, Inc. held 107,088.00 shares of Dimensional Core Fixed Income ETF(DFCF), totaling $4.53 Mil. This investment constitutes 2.11% of their stock portfolio, and Porter White Investment Advisors, Inc. now holds 0.06% of the outstanding Dimensional Core Fixed Income ETF(DFCF) stock.
The initial trade took place in 2022Q4. And since then Porter White Investment Advisors, Inc. has made 6 purchases of DFCF, at an average price of $41.67, for a total of 107,088.00 shares. Based on historical transaction data and DFCF's current price of $41.94, Porter White Investment Advisors, Inc.'s estimated gain on his DFCF holdings is $29,025.58, reflecting a 0.65% gain to date.
Porter White Investment Advisors, Inc. DFCF ($41.94) Holding Chart
Porter White Investment Advisors, 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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