RCS Financial Planning, LLC DFSD Holdings History
RCS Financial Planning, LLC's Dimensional Short-Duration Fixed Income ETF Holding Summary
As of 2025-03-31, RCS Financial Planning, LLC held 184,827.00 shares of Dimensional Short-Duration Fixed Income ETF(DFSD), totaling $8.78 Mil. This investment constitutes 4.64% of their stock portfolio, and RCS Financial Planning, LLC now holds 0.2% of the outstanding Dimensional Short-Duration Fixed Income ETF(DFSD) stock.
The initial trade took place in 2022Q4. And since then RCS Financial Planning, LLC has made 6 purchases of DFSD, at an average price of $46.09, for a total of 370,127.00 shares. In addition, there have been 3 sales at an average price of $46.86 for 185,300.00 shares. Based on historical transaction data and DFSD's current price of $48.01, RCS Financial Planning, LLC's estimated gain on his DFSD holdings is $498,313.47, reflecting a 2.92% gain to date.
RCS Financial Planning, LLC DFSD ($48.01) Holding Chart
RCS Financial Planning, LLC DFSD ($48.01) 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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