Babb Wealth Advisors LLC DFSU Holdings History
Babb Wealth Advisors LLC's Dimensional US Sustainability Core 1 ETF Holding Summary
As of 2025-03-31, Babb Wealth Advisors LLC held 46,413.00 shares of Dimensional US Sustainability Core 1 ETF(DFSU), totaling $1.66 Mil. This investment constitutes 1.33% of their stock portfolio, and Babb Wealth Advisors LLC now holds 0.13% of the outstanding Dimensional US Sustainability Core 1 ETF(DFSU) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $37.97 for 14,428.00 shares. Based on historical transaction data and DFSU's current price of $40.42, Babb Wealth Advisors LLC's estimated gain on his DFSU holdings is $91,200.68, reflecting a 3.91% gain to date.
Babb Wealth Advisors LLC DFSU ($40.42) Holding Chart
Babb Wealth Advisors LLC DFSU ($40.42) 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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