ASSET PLANNING CORPORATION DFSI Holdings History
ASSET PLANNING CORPORATION's Dimensional International Sustainability Core 1 ETF Holding Summary
As of 2025-03-31, ASSET PLANNING CORPORATION held 35,753.00 shares of Dimensional International Sustainability Core 1 ETF(DFSI), totaling $1.25 Mil. This investment constitutes 0.74% of their stock portfolio, and ASSET PLANNING CORPORATION now holds 0.19% of the outstanding Dimensional International Sustainability Core 1 ETF(DFSI) stock.
The initial trade took place in 2024Q1. And since then ASSET PLANNING CORPORATION has made 5 purchases of DFSI, at an average price of $33.53, for a total of 35,753.00 shares. Based on historical transaction data and DFSI's current price of $39.02, ASSET PLANNING CORPORATION's estimated gain on his DFSI holdings is $196,283.24, reflecting a 16.37% gain to date.
ASSET PLANNING CORPORATION DFSI ($39.02) Holding Chart
ASSET PLANNING CORPORATION DFSI ($39.02) 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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