SpringVest Wealth Management LLC DFCF Holdings History
SpringVest Wealth Management LLC's Dimensional Core Fixed Income ETF Holding Summary
As of 2025-03-31, SpringVest Wealth Management LLC held 103,202.00 shares of Dimensional Core Fixed Income ETF(DFCF), totaling $4.34 Mil. This investment constitutes 3.6% of their stock portfolio, and SpringVest Wealth Management LLC now holds 0.07% of the outstanding Dimensional Core Fixed Income ETF(DFCF) stock.
The initial trade took place in 2024Q4. And since then SpringVest Wealth Management LLC has made 1 purchases of DFCF, at an average price of $42.06, for a total of 103,202.00 shares. Based on historical transaction data and DFCF's current price of $42.04, SpringVest Wealth Management LLC's estimated gain on his DFCF holdings is $-1,606.17, reflecting a -0.04% gain to date.
SpringVest Wealth Management LLC DFCF ($42.04) Holding Chart
SpringVest Wealth Management 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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