Number of Shares
927,418.00
Current Holdings Value*
$44.07 Mil
% of Portfolio
9.37%
Total Estimate Gain
$736,119.25
% of Total Estimate Gain
1.68%

Altiora Financial Group, LLC's Dimensional Short-Duration Fixed Income ETF Holding Summary

As of 2025-03-31, Altiora Financial Group, LLC held 927,418.00 shares of Dimensional Short-Duration Fixed Income ETF(DFSD), totaling $44.07 Mil. This investment constitutes 9.37% of their stock portfolio, and Altiora Financial Group, LLC now holds 0.99% of the outstanding Dimensional Short-Duration Fixed Income ETF(DFSD) stock.

The initial trade took place in 2024Q2. And since then Altiora Financial Group, LLC has made 4 purchases of DFSD, at an average price of $47.12, for a total of 927,418.00 shares. Based on historical transaction data and DFSD's current price of $47.91, Altiora Financial Group, LLC's estimated gain on his DFSD holdings is $736,119.25, reflecting a 1.68% gain to date.

Altiora Financial Group, LLC DFSD ($47.91) Holding Chart

Altiora Financial Group, LLC DFSD ($47.91) 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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