Planning Center, Inc. DFSD Holdings History
Planning Center, Inc.'s Dimensional Short-Duration Fixed Income ETF Holding Summary
As of 2025-03-31, Planning Center, Inc. held 2.27 Mil shares of Dimensional Short-Duration Fixed Income ETF(DFSD), totaling $107.64 Mil. This investment constitutes 12.74% of their stock portfolio, and Planning Center, Inc. now holds 2.44% of the outstanding Dimensional Short-Duration Fixed Income ETF(DFSD) stock.
The initial trade took place in 2023Q2. And since then Planning Center, Inc. has made 5 purchases of DFSD, at an average price of $46.96, for a total of 2.27 Mil shares. In addition, there have been 1 sales at an average price of $46.49 for 9,652.00 shares. Based on historical transaction data and DFSD's current price of $47.92, Planning Center, Inc.'s estimated gain on his DFSD holdings is $2.16 Mil, reflecting a 2.02% gain to date.
Planning Center, Inc. DFSD ($47.92) Holding Chart
Planning Center, Inc. DFSD ($47.92) 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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