Coston, McIsaac & Partners DUSB Holdings History
Number of Shares
59,089.00
Current Holdings Value*
$3.00 Mil
% of Portfolio
1.02%
Total Estimate Gain
$-1,784.93
% of Total Estimate Gain
-0.06%
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 $50.71, Coston, McIsaac & Partners's estimated gain on his DUSB holdings is $-1,784.93, reflecting a -0.06% gain to date.
Coston, McIsaac & Partners DUSB ($50.71) Holding Chart
Coston, McIsaac & Partners DUSB ($50.71) 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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