Safeguard Investment Advisory Group, LLC DFCF Holdings History
Safeguard Investment Advisory Group, LLC's Dimensional Core Fixed Income ETF Holding Summary
As of 2025-03-31, Safeguard Investment Advisory Group, LLC held 117,954.00 shares of Dimensional Core Fixed Income ETF(DFCF), totaling $4.96 Mil. This investment constitutes 1.35% of their stock portfolio, and Safeguard Investment Advisory Group, LLC now holds 0.07% of the outstanding Dimensional Core Fixed Income ETF(DFCF) stock.
The initial trade took place in 2023Q1. And since then Safeguard Investment Advisory Group, LLC has made 7 purchases of DFCF, at an average price of $41.93, for a total of 125,330.00 shares. In addition, there have been 2 sales at an average price of $41.50 for 7,376.00 shares. Based on historical transaction data and DFCF's current price of $42.04, Safeguard Investment Advisory Group, LLC's estimated gain on his DFCF holdings is $9,934.18, reflecting a 0.19% gain to date.
Safeguard Investment Advisory Group, LLC DFCF ($42.04) Holding Chart
Safeguard Investment Advisory Group, LLC DFCF ($42.04) 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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