PENOBSCOT WEALTH MANAGEMENT DFSU Holdings History
PENOBSCOT WEALTH MANAGEMENT's Dimensional US Sustainability Core 1 ETF Holding Summary
As of 2025-03-31, PENOBSCOT WEALTH MANAGEMENT held 5,665.00 shares of Dimensional US Sustainability Core 1 ETF(DFSU), totaling $202,860.00. This investment constitutes 0.09% of their stock portfolio, and PENOBSCOT WEALTH MANAGEMENT now holds 0.02% of the outstanding Dimensional US Sustainability Core 1 ETF(DFSU) stock.
The initial trade took place in 2024Q2. And since then PENOBSCOT WEALTH MANAGEMENT has made 2 purchases of DFSU, at an average price of $34.10, for a total of 36,237.00 shares. In addition, there have been 2 sales at an average price of $38.01 for 30,572.00 shares. Based on historical transaction data and DFSU's current price of $39.89, PENOBSCOT WEALTH MANAGEMENT's estimated gain on his DFSU holdings is $152,372.69, reflecting a 12.33% gain to date.
PENOBSCOT WEALTH MANAGEMENT DFSU ($39.89) Holding Chart
PENOBSCOT WEALTH MANAGEMENT DFSU ($39.89) 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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