BCU Wealth Advisors, LLC DFSD Holdings History
BCU Wealth Advisors, LLC's Dimensional Short-Duration Fixed Income ETF Holding Summary
As of 2025-03-31, BCU Wealth Advisors, LLC held 271,479.00 shares of Dimensional Short-Duration Fixed Income ETF(DFSD), totaling $12.90 Mil. This investment constitutes 6.71% of their stock portfolio, and BCU Wealth Advisors, LLC now holds 0.29% of the outstanding Dimensional Short-Duration Fixed Income ETF(DFSD) stock.
The initial trade took place in 2023Q4. And since then BCU Wealth Advisors, LLC has made 5 purchases of DFSD, at an average price of $46.89, for a total of 271,479.00 shares. Based on historical transaction data and DFSD's current price of $47.89, BCU Wealth Advisors, LLC's estimated gain on his DFSD holdings is $271,891.57, reflecting a 2.14% gain to date.
BCU Wealth Advisors, LLC DFSD ($47.89) Holding Chart
BCU Wealth Advisors, LLC DFSD ($47.89) 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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