Number of Shares
802,799.00
Current Holdings Value*
$33.13 Mil
% of Portfolio
8.33%
Total Estimate Gain
$265,935.17
% of Total Estimate Gain
0.80%

Hemington Wealth Management's Dimensional Core Fixed Income ETF Holding Summary

As of 2024-12-31, Hemington Wealth Management held 802,799.00 shares of Dimensional Core Fixed Income ETF(DFCF), totaling $33.13 Mil. This investment constitutes 8.33% of their stock portfolio, and Hemington Wealth Management now holds 0.55% of the outstanding Dimensional Core Fixed Income ETF(DFCF) stock.

The initial trade took place in 2023Q4. And since then Hemington Wealth Management has made 5 purchases of DFCF, at an average price of $41.57, for a total of 802,799.00 shares. Based on historical transaction data and DFCF's current price of $41.90, Hemington Wealth Management's estimated gain on his DFCF holdings is $265,935.17, reflecting a 0.80% gain to date.

Hemington Wealth Management DFCF ($41.90) Holding Chart

Hemington Wealth Management DFCF ($41.90) 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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