Number of Shares
59,089.00
Current Holdings Value*
$3.00 Mil
% of Portfolio
1.02%
Total Estimate Gain
$-2,080.38
% of Total Estimate Gain
-0.07%

Coston, McIsaac & Partners's Dimensional Ultrashort Fixed Income ETF Holding Summary

As of 2025-03-31, Coston, McIsaac & Partners held 59,089.00 shares of Dimensional Ultrashort Fixed Income ETF(DUSB), totaling $3.00 Mil. This investment constitutes 1.02% of their stock portfolio, and Coston, McIsaac & Partners now holds 0.25% of the outstanding Dimensional Ultrashort Fixed Income ETF(DUSB) stock.

The initial trade took place in 2024Q3. And since then Coston, McIsaac & Partners has made 3 purchases of DUSB, at an average price of $50.74, for a total of 59,089.00 shares. Based on historical transaction data and DUSB's current price of $50.70, Coston, McIsaac & Partners's estimated gain on his DUSB holdings is $-2,080.38, reflecting a -0.07% gain to date.

Coston, McIsaac & Partners DUSB ($50.70) Holding Chart

Coston, McIsaac & Partners DUSB ($50.70) 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 %

Top Ranked Articles

  • 1