CLIENT 1ST ADVISORY GROUP, LLC DFSD Holdings History
CLIENT 1ST ADVISORY GROUP, LLC's Dimensional Short-Duration Fixed Income ETF Holding Summary
As of 2025-03-31, CLIENT 1ST ADVISORY GROUP, LLC held 290,288.00 shares of Dimensional Short-Duration Fixed Income ETF(DFSD), totaling $13.79 Mil. This investment constitutes 5.37% of their stock portfolio, and CLIENT 1ST ADVISORY GROUP, LLC now holds 0.31% of the outstanding Dimensional Short-Duration Fixed Income ETF(DFSD) stock.
The initial trade took place in 2023Q2. And since then CLIENT 1ST ADVISORY GROUP, LLC has made 7 purchases of DFSD, at an average price of $46.63, for a total of 292,358.00 shares. In addition, there have been 1 sales at an average price of $47.22 for 2,070.00 shares. Based on historical transaction data and DFSD's current price of $47.92, CLIENT 1ST ADVISORY GROUP, LLC's estimated gain on his DFSD holdings is $376,544.62, reflecting a 2.76% gain to date.
CLIENT 1ST ADVISORY GROUP, LLC DFSD ($47.92) Holding Chart
CLIENT 1ST ADVISORY GROUP, LLC DFSD ($47.92) 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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