Prospect Financial Group LLC DFCA Holdings History
Prospect Financial Group LLC's Dimensional California Municipal Bond ETF Holding Summary
As of 2025-03-31, Prospect Financial Group LLC held 17,108.00 shares of Dimensional California Municipal Bond ETF(DFCA), totaling $848,560.00. This investment constitutes 1.08% of their stock portfolio, and Prospect Financial Group LLC now holds 0.21% of the outstanding Dimensional California Municipal Bond ETF(DFCA) stock.
The initial trade took place in 2024Q4. And since then Prospect Financial Group LLC has made 1 purchases of DFCA, at an average price of $50.17, for a total of 17,108.00 shares. Based on historical transaction data and DFCA's current price of $49.30, Prospect Financial Group LLC's estimated gain on his DFCA holdings is $-14,865.50, reflecting a -1.73% gain to date.
Prospect Financial Group LLC DFCA ($49.30) Holding Chart
Prospect Financial Group LLC DFCA ($49.30) 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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