Porter White Investment Advisors, Inc. DFSD Holdings History
Porter White Investment Advisors, Inc.'s Dimensional Short-Duration Fixed Income ETF Holding Summary
As of 2025-06-30, Porter White Investment Advisors, Inc. held 49,004.00 shares of Dimensional Short-Duration Fixed Income ETF(DFSD), totaling $2.35 Mil. This investment constitutes 1.1% of their stock portfolio, and Porter White Investment Advisors, Inc. now holds 0.05% of the outstanding Dimensional Short-Duration Fixed Income ETF(DFSD) stock.
The initial trade took place in 2022Q4. And since then Porter White Investment Advisors, Inc. has made 6 purchases of DFSD, at an average price of $47.01, for a total of 53,506.00 shares. Based on historical transaction data and DFSD's current price of $47.97, Porter White Investment Advisors, Inc.'s estimated gain on his DFSD holdings is $46,569.21, reflecting a 1.85% gain to date.
Porter White Investment Advisors, Inc. DFSD ($47.97) Holding Chart
Porter White Investment Advisors, Inc. DFSD ($47.97) 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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