LifePro Asset Management DFSD Holdings History
Number of Shares
80,175.00
Current Holdings Value*
$3.83 Mil
% of Portfolio
2.34%
Total Estimate Gain
$71,333.73
% of Total Estimate Gain
1.89%
LifePro Asset Management's Dimensional Short-Duration Fixed Income ETF Holding Summary
As of 2024-09-30, LifePro Asset Management held 80,175.00 shares of Dimensional Short-Duration Fixed Income ETF(DFSD), totaling $3.83 Mil. This investment constitutes 2.34% of their stock portfolio, and LifePro Asset Management now holds 0.11% of the outstanding Dimensional Short-Duration Fixed Income ETF(DFSD) stock.
The initial trade took place in 2024Q1. And since then LifePro Asset Management has made 3 purchases of DFSD, at an average price of $47.08, for a total of 80,175.00 shares. Based on historical transaction data and DFSD's current price of $47.97, LifePro Asset Management's estimated gain on his DFSD holdings is $71,333.73, reflecting a 1.89% gain to date.
LifePro Asset Management DFSD ($47.97) Holding Chart
LifePro Asset Management DFSD ($47.97) 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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