WPWealth LLP DFCF Holdings History
WPWealth LLP's Dimensional Core Fixed Income ETF Holding Summary
As of 2024-12-31, WPWealth LLP held 2.77 Mil shares of Dimensional Core Fixed Income ETF(DFCF), totaling $114.52 Mil. This investment constitutes 23.4% of their stock portfolio, and WPWealth LLP now holds 1.89% of the outstanding Dimensional Core Fixed Income ETF(DFCF) stock.
The initial trade took place in 2022Q4. And since then WPWealth LLP has made 7 purchases of DFCF, at an average price of $41.51, for a total of 2.78 Mil shares. In addition, there have been 1 sales at an average price of $42.22 for 5,513.00 shares. Based on historical transaction data and DFCF's current price of $42.01, WPWealth LLP's estimated gain on his DFCF holdings is $1.39 Mil, reflecting a 1.20% gain to date.
WPWealth LLP DFCF ($42.01) Holding Chart
WPWealth LLP DFCF ($42.01) 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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