Wealth Dimensions Group, Ltd. DFCF Holdings History
Wealth Dimensions Group, Ltd.'s Dimensional Core Fixed Income ETF Holding Summary
As of 2025-03-31, Wealth Dimensions Group, Ltd. held 187,377.00 shares of Dimensional Core Fixed Income ETF(DFCF), totaling $7.88 Mil. This investment constitutes 1.88% of their stock portfolio, and Wealth Dimensions Group, Ltd. now holds 0.12% of the outstanding Dimensional Core Fixed Income ETF(DFCF) stock.
The initial trade took place in 2024Q1. And since then Wealth Dimensions Group, Ltd. has made 5 purchases of DFCF, at an average price of $42.19, for a total of 187,377.00 shares. Based on historical transaction data and DFCF's current price of $42.05, Wealth Dimensions Group, Ltd.'s estimated gain on his DFCF holdings is $-27,045.63, reflecting a -0.34% gain to date.
Wealth Dimensions Group, Ltd. DFCF ($42.05) Holding Chart
Wealth Dimensions Group, Ltd. DFCF ($42.05) 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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