Keystone Financial Group, Inc. DFSD Holdings History
Keystone Financial Group, Inc.'s Dimensional Short-Duration Fixed Income ETF Holding Summary
As of 2025-03-31, Keystone Financial Group, Inc. held 80,812.00 shares of Dimensional Short-Duration Fixed Income ETF(DFSD), totaling $3.85 Mil. This investment constitutes 2.71% of their stock portfolio, and Keystone Financial Group, Inc. now holds 0.09% of the outstanding Dimensional Short-Duration Fixed Income ETF(DFSD) stock.
The initial trade took place in 2024Q4. And since then Keystone Financial Group, Inc. has made 1 purchases of DFSD, at an average price of $47.29, for a total of 80,812.00 shares. Based on historical transaction data and DFSD's current price of $48.01, Keystone Financial Group, Inc.'s estimated gain on his DFSD holdings is $58,403.32, reflecting a 1.53% gain to date.
Keystone Financial Group, Inc. DFSD ($48.01) Holding Chart
Keystone Financial Group, Inc. DFSD ($48.01) 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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