City State Bank DFSD Holdings History
Number of Shares
143,641.00
Current Holdings Value*
$6.83 Mil
% of Portfolio
2.25%
Total Estimate Gain
$104,683.27
% of Total Estimate Gain
1.54%
City State Bank's Dimensional Short-Duration Fixed Income ETF Holding Summary
As of 2025-03-31, City State Bank held 143,641.00 shares of Dimensional Short-Duration Fixed Income ETF(DFSD), totaling $6.83 Mil. This investment constitutes 2.25% of their stock portfolio, and City State Bank now holds 0.15% of the outstanding Dimensional Short-Duration Fixed Income ETF(DFSD) stock.
The initial trade took place in 2024Q1. And since then City State Bank has made 5 purchases of DFSD, at an average price of $47.24, for a total of 143,641.00 shares. Based on historical transaction data and DFSD's current price of $47.97, City State Bank's estimated gain on his DFSD holdings is $104,683.27, reflecting a 1.54% gain to date.
City State Bank DFSD ($47.97) Holding Chart
City State Bank DFSD ($47.97) 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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