Parkshore Wealth Management, Inc. DFSB Holdings History
Parkshore Wealth Management, Inc.'s Dimensional Global Sustainability Fixed Income ETF Holding Summary
As of 2025-06-30, Parkshore Wealth Management, Inc. held 128,462.00 shares of Dimensional Global Sustainability Fixed Income ETF(DFSB), totaling $6.74 Mil. This investment constitutes 3.29% of their stock portfolio, and Parkshore Wealth Management, Inc. now holds 1.4% of the outstanding Dimensional Global Sustainability Fixed Income ETF(DFSB) stock.
The initial trade took place in 2024Q4. And since then Parkshore Wealth Management, Inc. has made 2 purchases of DFSB, at an average price of $51.73, for a total of 128,462.00 shares. Based on historical transaction data and DFSB's current price of $52.05, Parkshore Wealth Management, Inc.'s estimated gain on his DFSB holdings is $41,432.95, reflecting a 0.62% gain to date.
Parkshore Wealth Management, Inc. DFSB ($52.05) Holding Chart
Parkshore Wealth Management, Inc. DFSB ($52.05) 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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