Shotwell Rutter Baer Inc DFGX Holdings History
Shotwell Rutter Baer Inc's Dimensional Global ex US Core Fixed Income ETF Holding Summary
As of 2025-06-30, Shotwell Rutter Baer Inc held 227,258.00 shares of Dimensional Global ex US Core Fixed Income ETF(DFGX), totaling $12.15 Mil. This investment constitutes 8.25% of their stock portfolio, and Shotwell Rutter Baer Inc now holds 1.3% of the outstanding Dimensional Global ex US Core Fixed Income ETF(DFGX) stock.
The initial trade took place in 2025Q2. And since then Shotwell Rutter Baer Inc has made 1 purchases of DFGX, at an average price of $52.76, for a total of 227,258.00 shares. Based on historical transaction data and DFGX's current price of $53.23, Shotwell Rutter Baer Inc's estimated gain on his DFGX holdings is $106,811.26, reflecting a 0.89% gain to date.
Shotwell Rutter Baer Inc DFGX ($53.23) Holding Chart
Shotwell Rutter Baer Inc DFGX ($53.23) 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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