Mattern Wealth Management LLC DUSB Holdings History
Mattern Wealth Management LLC's Dimensional Ultrashort Fixed Income ETF Holding Summary
As of 2025-06-30, Mattern Wealth Management LLC held 130,489.00 shares of Dimensional Ultrashort Fixed Income ETF(DUSB), totaling $6.62 Mil. This investment constitutes 1.38% of their stock portfolio, and Mattern Wealth Management LLC now holds 0.49% of the outstanding Dimensional Ultrashort Fixed Income ETF(DUSB) stock.
The initial trade took place in 2024Q4. And since then Mattern Wealth Management LLC has made 3 purchases of DUSB, at an average price of $50.73, for a total of 130,489.00 shares. Based on historical transaction data and DUSB's current price of $50.85, Mattern Wealth Management LLC's estimated gain on his DUSB holdings is $15,262.47, reflecting a 0.23% gain to date.
Mattern Wealth Management LLC DUSB ($50.85) Holding Chart
Mattern Wealth Management LLC DUSB ($50.85) 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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