WEALTHSPAN PARTNERS, LLC DFGX Holdings History
WEALTHSPAN PARTNERS, LLC's Dimensional Global ex US Core Fixed Income ETF Holding Summary
As of 2025-03-31, WEALTHSPAN PARTNERS, LLC held 12,547.00 shares of Dimensional Global ex US Core Fixed Income ETF(DFGX), totaling $655,580.00. This investment constitutes 0.3% of their stock portfolio, and WEALTHSPAN PARTNERS, LLC now holds 0.08% of the outstanding Dimensional Global ex US Core Fixed Income ETF(DFGX) stock.
The initial trade took place in 2024Q3. And since then WEALTHSPAN PARTNERS, LLC has made 2 purchases of DFGX, at an average price of $53.48, for a total of 24,157.00 shares. In addition, there have been 1 sales at an average price of $52.31 for 11,610.00 shares. Based on historical transaction data and DFGX's current price of $53.13, WEALTHSPAN PARTNERS, LLC's estimated gain on his DFGX holdings is $-17,922.99, reflecting a -1.39% gain to date.
WEALTHSPAN PARTNERS, LLC DFGX ($53.13) Holding Chart
WEALTHSPAN PARTNERS, LLC DFGX ($53.13) 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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