Williams & Novak, LLC DFCF Holdings History
Williams & Novak, LLC's Dimensional Core Fixed Income ETF Holding Summary
As of 2025-03-31, Williams & Novak, LLC held 40,526.00 shares of Dimensional Core Fixed Income ETF(DFCF), totaling $1.71 Mil. This investment constitutes 1.67% of their stock portfolio, and Williams & Novak, LLC now holds 0.03% of the outstanding Dimensional Core Fixed Income ETF(DFCF) stock.
The initial trade took place in 2024Q2. And since then Williams & Novak, LLC has made 2 purchases of DFCF, at an average price of $41.61, for a total of 43,279.00 shares. In addition, there have been 2 sales at an average price of $42.08 for 2,753.00 shares. Based on historical transaction data and DFCF's current price of $42.04, Williams & Novak, LLC's estimated gain on his DFCF holdings is $18,542.68, reflecting a 1.03% gain to date.
Williams & Novak, LLC DFCF ($42.04) Holding Chart
Williams & Novak, 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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