Number of Shares
53,337.00
Current Holdings Value*
$2.71 Mil
% of Portfolio
1.29%
Total Estimate Gain
$5,164.08
% of Total Estimate Gain
0.19%

FMB WEALTH MANAGEMENT's Dimensional Ultrashort Fixed Income ETF Holding Summary

As of 2025-06-30, FMB WEALTH MANAGEMENT held 53,337.00 shares of Dimensional Ultrashort Fixed Income ETF(DUSB), totaling $2.71 Mil. This investment constitutes 1.29% of their stock portfolio, and FMB WEALTH MANAGEMENT now holds 0.2% of the outstanding Dimensional Ultrashort Fixed Income ETF(DUSB) stock.

The initial trade took place in 2023Q4. And since then FMB WEALTH MANAGEMENT has made 5 purchases of DUSB, at an average price of $50.62, for a total of 54,536.00 shares. In addition, there have been 2 sales at an average price of $50.73 for 1,199.00 shares. Based on historical transaction data and DUSB's current price of $50.71, FMB WEALTH MANAGEMENT's estimated gain on his DUSB holdings is $5,164.08, reflecting a 0.19% gain to date.

FMB WEALTH MANAGEMENT DUSB ($50.71) Holding Chart

FMB WEALTH MANAGEMENT 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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