RIVERCHASE WEALTH MANAGEMENT, LLC DFCF Holdings History
RIVERCHASE WEALTH MANAGEMENT, LLC's Dimensional Core Fixed Income ETF Holding Summary
As of 2025-03-31, RIVERCHASE WEALTH MANAGEMENT, LLC held 316,348.00 shares of Dimensional Core Fixed Income ETF(DFCF), totaling $13.31 Mil. This investment constitutes 9.32% of their stock portfolio, and RIVERCHASE WEALTH MANAGEMENT, LLC now holds 0.2% of the outstanding Dimensional Core Fixed Income ETF(DFCF) stock.
The initial trade took place in 2024Q4. And since then RIVERCHASE WEALTH MANAGEMENT, LLC has made 1 purchases of DFCF, at an average price of $42.06, for a total of 316,348.00 shares. Based on historical transaction data and DFCF's current price of $41.96, RIVERCHASE WEALTH MANAGEMENT, LLC's estimated gain on his DFCF holdings is $-31,221.77, reflecting a -0.23% gain to date.
RIVERCHASE WEALTH MANAGEMENT, LLC DFCF ($41.96) Holding Chart
RIVERCHASE WEALTH MANAGEMENT, LLC DFCF ($41.96) 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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