Great Waters Wealth Management DFSD Holdings History
Great Waters Wealth Management's Dimensional Short-Duration Fixed Income ETF Holding Summary
As of 2025-06-30, Great Waters Wealth Management held 1.24 Mil shares of Dimensional Short-Duration Fixed Income ETF(DFSD), totaling $59.65 Mil. This investment constitutes 7.76% of their stock portfolio, and Great Waters Wealth Management now holds 1.24% of the outstanding Dimensional Short-Duration Fixed Income ETF(DFSD) stock.
The initial trade took place in 2022Q4. And since then Great Waters Wealth Management has made 9 purchases of DFSD, at an average price of $46.68, for a total of 1.28 Mil shares. In addition, there have been 1 sales at an average price of $47.22 for 34,059.00 shares. Based on historical transaction data and DFSD's current price of $47.86, Great Waters Wealth Management's estimated gain on his DFSD holdings is $1.49 Mil, reflecting a 2.50% gain to date.
Great Waters Wealth Management DFSD ($47.86) Holding Chart
Great Waters Wealth Management DFSD ($47.86) 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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