Number of Shares
255,921.00
Current Holdings Value*
$12.16 Mil
% of Portfolio
5%
Total Estimate Gain
$202,310.53
% of Total Estimate Gain
1.65%

One Degree Advisors Inc's Dimensional Short-Duration Fixed Income ETF Holding Summary

As of 2025-03-31, One Degree Advisors Inc held 255,921.00 shares of Dimensional Short-Duration Fixed Income ETF(DFSD), totaling $12.16 Mil. This investment constitutes 5% of their stock portfolio, and One Degree Advisors Inc now holds 0.27% of the outstanding Dimensional Short-Duration Fixed Income ETF(DFSD) stock.

The initial trade took place in 2023Q4. And since then One Degree Advisors Inc has made 4 purchases of DFSD, at an average price of $47.22, for a total of 260,214.00 shares. In addition, there have been 1 sales at an average price of $47.00 for 4,293.00 shares. Based on historical transaction data and DFSD's current price of $48.01, One Degree Advisors Inc's estimated gain on his DFSD holdings is $202,310.53, reflecting a 1.65% gain to date.

One Degree Advisors Inc DFSD ($48.01) Holding Chart

One Degree Advisors Inc DFSD ($48.01) 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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