Parkworth Wealth Management, Inc. DFSD Holdings History
Parkworth Wealth Management, Inc.'s Dimensional Short-Duration Fixed Income ETF Holding Summary
As of 2025-03-31, Parkworth Wealth Management, Inc. held 80,062.00 shares of Dimensional Short-Duration Fixed Income ETF(DFSD), totaling $3.80 Mil. This investment constitutes 3.04% of their stock portfolio, and Parkworth Wealth Management, Inc. now holds 0.09% of the outstanding Dimensional Short-Duration Fixed Income ETF(DFSD) stock.
The initial trade took place in 2024Q4. And since then Parkworth Wealth Management, Inc. has made 1 purchases of DFSD, at an average price of $47.30, for a total of 80,062.00 shares. Based on historical transaction data and DFSD's current price of $48.08, Parkworth Wealth Management, Inc.'s estimated gain on his DFSD holdings is $62,779.00, reflecting a 1.66% gain to date.
Parkworth Wealth Management, Inc. DFSD ($48.08) Holding Chart
Parkworth Wealth Management, Inc. DFSD ($48.08) 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
