Nova R Wealth, Inc. DFSD Holdings History
Nova R Wealth, Inc.'s Dimensional Short-Duration Fixed Income ETF Holding Summary
As of 2025-03-31, Nova R Wealth, Inc. held 131,696.00 shares of Dimensional Short-Duration Fixed Income ETF(DFSD), totaling $6.26 Mil. This investment constitutes 3.1% of their stock portfolio, and Nova R Wealth, Inc. now holds 0.14% of the outstanding Dimensional Short-Duration Fixed Income ETF(DFSD) stock.
The initial trade took place in 2024Q4. And since then Nova R Wealth, Inc. has made 2 purchases of DFSD, at an average price of $47.23, for a total of 131,696.00 shares. Based on historical transaction data and DFSD's current price of $47.93, Nova R Wealth, Inc.'s estimated gain on his DFSD holdings is $91,791.60, reflecting a 1.48% gain to date.
Nova R Wealth, Inc. DFSD ($47.93) Holding Chart
Nova R Wealth, Inc. DFSD ($47.93) 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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