Allegiance Financial Group Advisory Services LLC DFSD Holdings History
Allegiance Financial Group Advisory Services LLC's Dimensional Short-Duration Fixed Income ETF Holding Summary
As of 2025-03-31, Allegiance Financial Group Advisory Services LLC held 351,693.00 shares of Dimensional Short-Duration Fixed Income ETF(DFSD), totaling $16.71 Mil. This investment constitutes 5.08% of their stock portfolio, and Allegiance Financial Group Advisory Services LLC now holds 0.37% of the outstanding Dimensional Short-Duration Fixed Income ETF(DFSD) stock.
The initial trade took place in 2022Q4. And since then Allegiance Financial Group Advisory Services LLC has made 9 purchases of DFSD, at an average price of $46.71, for a total of 351,693.00 shares. Based on historical transaction data and DFSD's current price of $47.92, Allegiance Financial Group Advisory Services LLC's estimated gain on his DFSD holdings is $423,447.06, reflecting a 2.58% gain to date.
Allegiance Financial Group Advisory Services LLC DFSD ($47.92) Holding Chart
Allegiance Financial Group Advisory Services LLC DFSD ($47.92) 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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