RIVERCHASE WEALTH MANAGEMENT, LLC DCOR Holdings History
RIVERCHASE WEALTH MANAGEMENT, LLC's Dimensional US Core Equity 1 ETF Holding Summary
As of 2025-03-31, RIVERCHASE WEALTH MANAGEMENT, LLC held 238,654.00 shares of Dimensional US Core Equity 1 ETF(DCOR), totaling $14.64 Mil. This investment constitutes 10.25% of their stock portfolio, and RIVERCHASE WEALTH MANAGEMENT, LLC now holds 0.95% of the outstanding Dimensional US Core Equity 1 ETF(DCOR) stock.
The initial trade took place in 2024Q4. And since then RIVERCHASE WEALTH MANAGEMENT, LLC has made 1 purchases of DCOR, at an average price of $64.95, for a total of 238,654.00 shares. Based on historical transaction data and DCOR's current price of $67.91, RIVERCHASE WEALTH MANAGEMENT, LLC's estimated gain on his DCOR holdings is $707,274.62, reflecting a 4.56% gain to date.
RIVERCHASE WEALTH MANAGEMENT, LLC DCOR ($67.91) Holding Chart
RIVERCHASE WEALTH MANAGEMENT, LLC DCOR ($67.91) 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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