Mattern Wealth Management LLC DFSD Holdings History
Mattern Wealth Management LLC's Dimensional Short-Duration Fixed Income ETF Holding Summary
As of 2025-06-30, Mattern Wealth Management LLC held 554,448.00 shares of Dimensional Short-Duration Fixed Income ETF(DFSD), totaling $26.62 Mil. This investment constitutes 5.54% of their stock portfolio, and Mattern Wealth Management LLC now holds 0.55% of the outstanding Dimensional Short-Duration Fixed Income ETF(DFSD) stock.
The initial trade took place in 2022Q3. And since then Mattern Wealth Management LLC has made 10 purchases of DFSD, at an average price of $46.51, for a total of 680,849.00 shares. In addition, there have been 2 sales at an average price of $46.79 for 126,401.00 shares. Based on historical transaction data and DFSD's current price of $48.02, Mattern Wealth Management LLC's estimated gain on his DFSD holdings is $872,037.41, reflecting a 2.75% gain to date.
Mattern Wealth Management LLC DFSD ($48.02) Holding Chart
Mattern Wealth Management LLC DFSD ($48.02) 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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