Straight Path Wealth Management DFGP Holdings History
Straight Path Wealth Management's Dimensional Global Core Plus Fixed Income ETF Holding Summary
As of 2025-03-31, Straight Path Wealth Management held 379,341.00 shares of Dimensional Global Core Plus Fixed Income ETF(DFGP), totaling $20.27 Mil. This investment constitutes 8.2% of their stock portfolio, and Straight Path Wealth Management now holds 1.46% of the outstanding Dimensional Global Core Plus Fixed Income ETF(DFGP) stock.
The initial trade took place in 2024Q3. And since then Straight Path Wealth Management has made 3 purchases of DFGP, at an average price of $54.16, for a total of 379,341.00 shares. Based on historical transaction data and DFGP's current price of $54.48, Straight Path Wealth Management's estimated gain on his DFGP holdings is $118,937.28, reflecting a 0.58% gain to date.
Straight Path Wealth Management DFGP ($54.48) Holding Chart
Straight Path Wealth Management 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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