Meredith Wealth Planning DUSB Holdings History
Meredith Wealth Planning's Dimensional Ultrashort Fixed Income ETF Holding Summary
As of 2025-03-31, Meredith Wealth Planning held 19,390.00 shares of Dimensional Ultrashort Fixed Income ETF(DUSB), totaling $983,680.00. This investment constitutes 0.43% of their stock portfolio, and Meredith Wealth Planning now holds 0.08% of the outstanding Dimensional Ultrashort Fixed Income ETF(DUSB) stock.
The initial trade took place in 2024Q1. And since then Meredith Wealth Planning has made 3 purchases of DUSB, at an average price of $50.55, for a total of 31,261.00 shares. In addition, there have been 2 sales at an average price of $50.70 for 11,871.00 shares. Based on historical transaction data and DUSB's current price of $50.77, Meredith Wealth Planning's estimated gain on his DUSB holdings is $5,953.45, reflecting a 0.38% gain to date.
Meredith Wealth Planning DUSB ($50.77) Holding Chart
Meredith Wealth Planning DUSB ($50.77) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
