Number of Shares
120,857.00
Current Holdings Value*
$6.13 Mil
% of Portfolio
4.91%
Total Estimate Gain
$-3,459.39
% of Total Estimate Gain
-0.06%

Babb Wealth Advisors LLC's Dimensional Ultrashort Fixed Income ETF Holding Summary

As of 2025-03-31, Babb Wealth Advisors LLC held 120,857.00 shares of Dimensional Ultrashort Fixed Income ETF(DUSB), totaling $6.13 Mil. This investment constitutes 4.91% of their stock portfolio, and Babb Wealth Advisors LLC now holds 0.52% of the outstanding Dimensional Ultrashort Fixed Income ETF(DUSB) stock.

The initial trade took place in 2024Q4. And since then Babb Wealth Advisors LLC has made 1 purchases of DUSB, at an average price of $50.74, for a total of 120,857.00 shares. Based on historical transaction data and DUSB's current price of $50.71, Babb Wealth Advisors LLC's estimated gain on his DUSB holdings is $-3,459.39, reflecting a -0.06% gain to date.

Babb Wealth Advisors LLC DUSB ($50.71) Holding Chart

Babb Wealth Advisors LLC DUSB ($50.71) 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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