Adams Chetwood Wealth Management LLC DFSD Holdings History
Adams Chetwood Wealth Management LLC's Dimensional Short-Duration Fixed Income ETF Holding Summary
As of 2022-03-31, Adams Chetwood Wealth Management LLC held 680,711.00 shares of Dimensional Short-Duration Fixed Income ETF(DFSD), totaling $32.60 Mil. This investment constitutes 18.48% of their stock portfolio, and Adams Chetwood Wealth Management LLC now holds 3.82% of the outstanding Dimensional Short-Duration Fixed Income ETF(DFSD) stock.
The initial trade took place in 2021Q4. And since then Adams Chetwood Wealth Management LLC has made 2 purchases of DFSD, at an average price of $48.85, for a total of 680,711.00 shares. Based on historical transaction data and DFSD's current price of $47.90, Adams Chetwood Wealth Management LLC's estimated gain on his DFSD holdings is $-647,483.37, reflecting a -1.95% gain to date.
Adams Chetwood Wealth Management LLC DFSD ($47.90) Holding Chart
Adams Chetwood Wealth Management LLC DFSD ($47.90) 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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