FinDec Wealth Services, Inc. DFSD Holdings History
FinDec Wealth Services, Inc.'s Dimensional Short-Duration Fixed Income ETF Holding Summary
As of 2025-03-31, FinDec Wealth Services, Inc. held 15,325.00 shares of Dimensional Short-Duration Fixed Income ETF(DFSD), totaling $728,240.00. This investment constitutes 0.72% of their stock portfolio, and FinDec Wealth Services, Inc. now holds 0.02% of the outstanding Dimensional Short-Duration Fixed Income ETF(DFSD) stock.
The initial trade took place in 2022Q4. And since then FinDec Wealth Services, Inc. has made 6 purchases of DFSD, at an average price of $46.35, for a total of 189,176.00 shares. In addition, there have been 3 sales at an average price of $47.22 for 173,851.00 shares. Based on historical transaction data and DFSD's current price of $47.89, FinDec Wealth Services, Inc.'s estimated gain on his DFSD holdings is $174,387.12, reflecting a 1.99% gain to date.
FinDec Wealth Services, Inc. DFSD ($47.89) Holding Chart
FinDec Wealth Services, Inc. DFSD ($47.89) 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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