Babb Wealth Advisors LLC DFSD Holdings History
Babb Wealth Advisors LLC's Dimensional Short-Duration Fixed Income ETF Holding Summary
As of 2025-03-31, Babb Wealth Advisors LLC held 82,680.00 shares of Dimensional Short-Duration Fixed Income ETF(DFSD), totaling $3.93 Mil. This investment constitutes 3.15% of their stock portfolio, and Babb Wealth Advisors LLC now holds 0.09% of the outstanding Dimensional Short-Duration Fixed Income ETF(DFSD) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $47.22 for 2,750.00 shares. Based on historical transaction data and DFSD's current price of $47.86, Babb Wealth Advisors LLC's estimated gain on his DFSD holdings is $46,080.80, reflecting a 1.14% gain to date.
Babb Wealth Advisors LLC DFSD ($47.86) Holding Chart
Babb Wealth Advisors LLC DFSD ($47.86) 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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