Diversified Portfolios, Inc. DFSD Holdings History
Diversified Portfolios, Inc.'s Dimensional Short-Duration Fixed Income ETF Holding Summary
As of 2025-03-31, Diversified Portfolios, Inc. held 825,569.00 shares of Dimensional Short-Duration Fixed Income ETF(DFSD), totaling $39.23 Mil. This investment constitutes 4.13% of their stock portfolio, and Diversified Portfolios, Inc. now holds 0.89% of the outstanding Dimensional Short-Duration Fixed Income ETF(DFSD) stock.
The initial trade took place in 2024Q2. And since then Diversified Portfolios, Inc. has made 4 purchases of DFSD, at an average price of $47.33, for a total of 825,569.00 shares. Based on historical transaction data and DFSD's current price of $48.08, Diversified Portfolios, Inc.'s estimated gain on his DFSD holdings is $617,725.82, reflecting a 1.58% gain to date.
Diversified Portfolios, Inc. DFSD ($48.08) Holding Chart
Diversified Portfolios, Inc. DFSD ($48.08) 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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