Core Wealth Management, Inc. DUSB Holdings History
Core Wealth Management, Inc.'s Dimensional Ultrashort Fixed Income ETF Holding Summary
As of 2025-03-31, Core Wealth Management, Inc. held 22,698.00 shares of Dimensional Ultrashort Fixed Income ETF(DUSB), totaling $1.15 Mil. This investment constitutes 0.44% of their stock portfolio, and Core Wealth Management, Inc. now holds 0.1% of the outstanding Dimensional Ultrashort Fixed Income ETF(DUSB) stock.
The initial trade took place in 2024Q1. And since then Core Wealth Management, Inc. has made 3 purchases of DUSB, at an average price of $50.63, for a total of 63,511.00 shares. In addition, there have been 1 sales at an average price of $50.74 for 40,813.00 shares. Based on historical transaction data and DUSB's current price of $50.77, Core Wealth Management, Inc.'s estimated gain on his DUSB holdings is $7,597.96, reflecting a 0.24% gain to date.
Core Wealth Management, Inc. DUSB ($50.77) Holding Chart
Core Wealth Management, Inc. DUSB ($50.77) 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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