Balanced Rock Investment Advisors LLC DFSI Holdings History
Balanced Rock Investment Advisors LLC's Dimensional International Sustainability Core 1 ETF Holding Summary
As of 2025-03-31, Balanced Rock Investment Advisors LLC held 201,059.00 shares of Dimensional International Sustainability Core 1 ETF(DFSI), totaling $7.01 Mil. This investment constitutes 5.59% of their stock portfolio, and Balanced Rock Investment Advisors LLC now holds 1.09% of the outstanding Dimensional International Sustainability Core 1 ETF(DFSI) stock.
The initial trade took place in 2024Q4. And since then Balanced Rock Investment Advisors LLC has made 2 purchases of DFSI, at an average price of $34.02, for a total of 201,059.00 shares. Based on historical transaction data and DFSI's current price of $38.98, Balanced Rock Investment Advisors LLC's estimated gain on his DFSI holdings is $996,923.53, reflecting a 14.57% gain to date.
Balanced Rock Investment Advisors LLC DFSI ($38.98) Holding Chart
Balanced Rock Investment Advisors LLC DFSI ($38.98) 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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