Planning Center, Inc. DUSB Holdings History
Planning Center, Inc.'s Dimensional Ultrashort Fixed Income ETF Holding Summary
As of 2025-03-31, Planning Center, Inc. held 2.80 Mil shares of Dimensional Ultrashort Fixed Income ETF(DUSB), totaling $142.12 Mil. This investment constitutes 16.82% of their stock portfolio, and Planning Center, Inc. now holds 12.29% of the outstanding Dimensional Ultrashort Fixed Income ETF(DUSB) stock.
The initial trade took place in 2024Q2. And since then Planning Center, Inc. has made 4 purchases of DUSB, at an average price of $50.65, for a total of 2.80 Mil shares. Based on historical transaction data and DUSB's current price of $50.81, Planning Center, Inc.'s estimated gain on his DUSB holdings is $438,863.89, reflecting a 0.31% gain to date.
Planning Center, Inc. DUSB ($50.81) Holding Chart
Planning Center, Inc. DUSB ($50.81) 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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