RIVERCHASE WEALTH MANAGEMENT, LLC DFIC Holdings History
Number of Shares
442,926.00
Current Holdings Value*
$12.30 Mil
% of Portfolio
8.61%
Total Estimate Gain
$1.99 Mil
% of Total Estimate Gain
16.31%
RIVERCHASE WEALTH MANAGEMENT, LLC's Dimensional International Core Equity 2 ETF Holding Summary
As of 2025-03-31, RIVERCHASE WEALTH MANAGEMENT, LLC held 442,926.00 shares of Dimensional International Core Equity 2 ETF(DFIC), totaling $12.30 Mil. This investment constitutes 8.61% of their stock portfolio, and RIVERCHASE WEALTH MANAGEMENT, LLC now holds 0.15% of the outstanding Dimensional International Core Equity 2 ETF(DFIC) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $27.31 for 13,033.00 shares. Based on historical transaction data and DFIC's current price of $31.29, RIVERCHASE WEALTH MANAGEMENT, LLC's estimated gain on his DFIC holdings is $1.99 Mil, reflecting a 16.31% gain to date.
RIVERCHASE WEALTH MANAGEMENT, LLC DFIC ($31.29) Holding Chart
RIVERCHASE WEALTH MANAGEMENT, LLC DFIC ($31.29) 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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