Number of Shares
1.16 Mil
Current Holdings Value*
$62.16 Mil
% of Portfolio
18.57%
Total Estimate Gain
$329,270.11
% of Total Estimate Gain
0.52%

von Borstel & Associates, Inc.'s Dimensional Global Core Plus Fixed Income ETF Holding Summary

As of 2025-03-31, von Borstel & Associates, Inc. held 1.16 Mil shares of Dimensional Global Core Plus Fixed Income ETF(DFGP), totaling $62.16 Mil. This investment constitutes 18.57% of their stock portfolio, and von Borstel & Associates, Inc. now holds 4.32% of the outstanding Dimensional Global Core Plus Fixed Income ETF(DFGP) stock.

The initial trade took place in 2024Q3. And since then von Borstel & Associates, Inc. has made 2 purchases of DFGP, at an average price of $53.92, for a total of 1.16 Mil shares. Based on historical transaction data and DFGP's current price of $54.20, von Borstel & Associates, Inc.'s estimated gain on his DFGP holdings is $329,270.11, reflecting a 0.52% gain to date.

von Borstel & Associates, Inc. DFGP ($54.20) Holding Chart

von Borstel & Associates, Inc. DFGP ($54.20) 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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