Number of Shares
417,246.00
Current Holdings Value*
$17.55 Mil
% of Portfolio
9.26%
Total Estimate Gain
$455,810.51
% of Total Estimate Gain
1.49%

RCS Financial Planning, LLC's Dimensional Core Fixed Income ETF Holding Summary

As of 2025-03-31, RCS Financial Planning, LLC held 417,246.00 shares of Dimensional Core Fixed Income ETF(DFCF), totaling $17.55 Mil. This investment constitutes 9.26% of their stock portfolio, and RCS Financial Planning, LLC now holds 0.27% of the outstanding Dimensional Core Fixed Income ETF(DFCF) stock.

The initial trade took place in 2022Q4. And since then RCS Financial Planning, LLC has made 7 purchases of DFCF, at an average price of $41.40, for a total of 740,575.00 shares. In addition, there have been 2 sales at an average price of $42.06 for 323,329.00 shares. Based on historical transaction data and DFCF's current price of $41.99, RCS Financial Planning, LLC's estimated gain on his DFCF holdings is $455,810.51, reflecting a 1.49% gain to date.

RCS Financial Planning, LLC DFCF ($41.99) Holding Chart

RCS Financial Planning, LLC 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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