Brady Martz Wealth Solutions, LLC DFSD Holdings History
Brady Martz Wealth Solutions, LLC's Dimensional Short-Duration Fixed Income ETF Holding Summary
As of 2025-06-30, Brady Martz Wealth Solutions, LLC held 285,564.00 shares of Dimensional Short-Duration Fixed Income ETF(DFSD), totaling $13.71 Mil. This investment constitutes 2.65% of their stock portfolio, and Brady Martz Wealth Solutions, LLC now holds 0.29% of the outstanding Dimensional Short-Duration Fixed Income ETF(DFSD) stock.
The initial trade took place in 2024Q4. And since then Brady Martz Wealth Solutions, LLC has made 2 purchases of DFSD, at an average price of $47.43, for a total of 285,564.00 shares. Based on historical transaction data and DFSD's current price of $47.86, Brady Martz Wealth Solutions, LLC's estimated gain on his DFSD holdings is $123,900.32, reflecting a 0.91% gain to date.
Brady Martz Wealth Solutions, LLC DFSD ($47.86) Holding Chart
Brady Martz Wealth Solutions, 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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