Schulz Wealth, LTD. DFCF Holdings History

Number of Shares
38,519.00
Current Holdings Value*
$1.63 Mil
% of Portfolio
1.22%
Total Estimate Gain
$-3,446.29
% of Total Estimate Gain
-0.18%

Schulz Wealth, LTD.'s Dimensional Core Fixed Income ETF Holding Summary

As of 2025-06-30, Schulz Wealth, LTD. held 38,519.00 shares of Dimensional Core Fixed Income ETF(DFCF), totaling $1.63 Mil. This investment constitutes 1.22% of their stock portfolio, and Schulz Wealth, LTD. now holds 0.02% of the outstanding Dimensional Core Fixed Income ETF(DFCF) stock.

The initial trade took place in 2024Q1. And since then Schulz Wealth, LTD. has made 5 purchases of DFCF, at an average price of $42.00, for a total of 44,448.00 shares. In addition, there have been 1 sales at an average price of $42.08 for 5,929.00 shares. Based on historical transaction data and DFCF's current price of $41.90, Schulz Wealth, LTD.'s estimated gain on his DFCF holdings is $-3,446.29, reflecting a -0.18% gain to date.

Schulz Wealth, LTD. DFCF ($41.90) Holding Chart

Schulz Wealth, LTD. DFCF ($41.90) 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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