Focus Partners Advisor Solutions, LLC DFSD Holdings History
Focus Partners Advisor Solutions, LLC's Dimensional Short-Duration Fixed Income ETF Holding Summary
As of 2025-03-31, Focus Partners Advisor Solutions, LLC held 3.48 Mil shares of Dimensional Short-Duration Fixed Income ETF(DFSD), totaling $165.54 Mil. This investment constitutes 2.52% of their stock portfolio, and Focus Partners Advisor Solutions, LLC now holds 3.71% of the outstanding Dimensional Short-Duration Fixed Income ETF(DFSD) stock.
The initial trade took place in 2022Q1. And since then Focus Partners Advisor Solutions, LLC has made 9 purchases of DFSD, at an average price of $47.22, for a total of 3.82 Mil shares. In addition, there have been 3 sales at an average price of $47.00 for 335,579.00 shares. Based on historical transaction data and DFSD's current price of $48.00, Focus Partners Advisor Solutions, LLC's estimated gain on his DFSD holdings is $2.65 Mil, reflecting a 1.47% gain to date.
Focus Partners Advisor Solutions, LLC DFSD ($48.00) Holding Chart
Focus Partners Advisor Solutions, LLC DFSD ($48.00) 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 % |
Top Ranked Articles
- 1