BRIGHT FINANCIAL ADVISORS, INC. DUSB Holdings History
BRIGHT FINANCIAL ADVISORS, INC.'s Dimensional Ultrashort Fixed Income ETF Holding Summary
As of 2025-06-30, BRIGHT FINANCIAL ADVISORS, INC. held 67,959.00 shares of Dimensional Ultrashort Fixed Income ETF(DUSB), totaling $3.45 Mil. This investment constitutes 1.91% of their stock portfolio, and BRIGHT FINANCIAL ADVISORS, INC. now holds 0.25% of the outstanding Dimensional Ultrashort Fixed Income ETF(DUSB) stock.
The initial trade took place in 2024Q1. And since then BRIGHT FINANCIAL ADVISORS, INC. has made 3 purchases of DUSB, at an average price of $50.60, for a total of 74,250.00 shares. In addition, there have been 2 sales at an average price of $50.67 for 6,291.00 shares. Based on historical transaction data and DUSB's current price of $50.85, BRIGHT FINANCIAL ADVISORS, INC.'s estimated gain on his DUSB holdings is $17,211.66, reflecting a 0.46% gain to date.
BRIGHT FINANCIAL ADVISORS, INC. DUSB ($50.85) Holding Chart
BRIGHT FINANCIAL ADVISORS, INC. DUSB ($50.85) 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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