Number of Shares
92,387.00
Current Holdings Value*
$4.88 Mil
% of Portfolio
3.23%
Total Estimate Gain
$87,006.03
% of Total Estimate Gain
1.76%

Sanctuary Wealth Management, L.L.C.'s Dimensional Global Core Plus Fixed Income ETF Holding Summary

As of 2024-12-31, Sanctuary Wealth Management, L.L.C. held 92,387.00 shares of Dimensional Global Core Plus Fixed Income ETF(DFGP), totaling $4.88 Mil. This investment constitutes 3.23% of their stock portfolio, and Sanctuary Wealth Management, L.L.C. now holds 0.4% of the outstanding Dimensional Global Core Plus Fixed Income ETF(DFGP) stock.

The initial trade took place in 2024Q1. And since then Sanctuary Wealth Management, L.L.C. has made 4 purchases of DFGP, at an average price of $53.53, for a total of 92,387.00 shares. Based on historical transaction data and DFGP's current price of $54.48, Sanctuary Wealth Management, L.L.C.'s estimated gain on his DFGP holdings is $87,006.03, reflecting a 1.76% gain to date.

Sanctuary Wealth Management, L.L.C. DFGP ($54.48) Holding Chart

Sanctuary Wealth Management, L.L.C. DFGP ($54.48) 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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