Babb Wealth Advisors LLC DFSB Holdings History
Babb Wealth Advisors LLC's Dimensional Global Sustainability Fixed Income ETF Holding Summary
As of 2025-03-31, Babb Wealth Advisors LLC held 17,797.00 shares of Dimensional Global Sustainability Fixed Income ETF(DFSB), totaling $916,550.00. This investment constitutes 0.73% of their stock portfolio, and Babb Wealth Advisors LLC now holds 0.2% of the outstanding Dimensional Global Sustainability Fixed Income ETF(DFSB) stock.
The initial trade took place in 2024Q4. And since then Babb Wealth Advisors LLC has made 1 purchases of DFSB, at an average price of $51.86, for a total of 17,797.00 shares. Based on historical transaction data and DFSB's current price of $52.19, Babb Wealth Advisors LLC's estimated gain on his DFSB holdings is $5,805.20, reflecting a 0.63% gain to date.
Babb Wealth Advisors LLC DFSB ($52.19) Holding Chart
Babb Wealth Advisors LLC DFSB ($52.19) 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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