Number of Shares
3.48 Mil
Current Holdings Value*
$165.54 Mil
% of Portfolio
2.52%
Total Estimate Gain
$2.65 Mil
% of Total Estimate Gain
1.47%

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 %

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