IFP Advisors, Inc DFSD Holdings History

Number of Shares
266,740.00
Current Holdings Value*
$12.68 Mil
% of Portfolio
0.39%
Total Estimate Gain
$229,908.07
% of Total Estimate Gain
1.62%

IFP Advisors, Inc's Dimensional Short-Duration Fixed Income ETF Holding Summary

As of 2025-03-31, IFP Advisors, Inc held 266,740.00 shares of Dimensional Short-Duration Fixed Income ETF(DFSD), totaling $12.68 Mil. This investment constitutes 0.39% of their stock portfolio, and IFP Advisors, Inc now holds 0.28% of the outstanding Dimensional Short-Duration Fixed Income ETF(DFSD) stock.

The initial trade took place in 2022Q1. And since then IFP Advisors, Inc has made 10 purchases of DFSD, at an average price of $47.10, for a total of 300,566.00 shares. In addition, there have been 3 sales at an average price of $47.18 for 33,826.00 shares. Based on historical transaction data and DFSD's current price of $47.96, IFP Advisors, Inc's estimated gain on his DFSD holdings is $229,908.07, reflecting a 1.62% gain to date.

IFP Advisors, Inc DFSD ($47.96) Holding Chart

IFP Advisors, Inc DFSD ($47.96) 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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