David Wealth Management LLC DFSD Holdings History
David Wealth Management LLC's Dimensional Short-Duration Fixed Income ETF Holding Summary
As of 2025-03-31, David Wealth Management LLC held 348,536.00 shares of Dimensional Short-Duration Fixed Income ETF(DFSD), totaling $16.56 Mil. This investment constitutes 13.86% of their stock portfolio, and David Wealth Management LLC now holds 0.38% of the outstanding Dimensional Short-Duration Fixed Income ETF(DFSD) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $47.22 for 3,969.00 shares. Based on historical transaction data and DFSD's current price of $48.01, David Wealth Management LLC's estimated gain on his DFSD holdings is $247,143.04, reflecting a 1.48% gain to date.
David Wealth Management LLC DFSD ($48.01) Holding Chart
David Wealth Management LLC DFSD ($48.01) 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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