Retirement Solution LLC DFSE Holdings History
Retirement Solution LLC's Dimensional Emerging Markets Sustainability Core 1 ETF Holding Summary
As of 2025-03-31, Retirement Solution LLC held 262,876.00 shares of Dimensional Emerging Markets Sustainability Core 1 ETF(DFSE), totaling $8.85 Mil. This investment constitutes 2.44% of their stock portfolio, and Retirement Solution LLC now holds 2.43% of the outstanding Dimensional Emerging Markets Sustainability Core 1 ETF(DFSE) stock.
The initial trade took place in 2023Q1. And since then Retirement Solution LLC has made 7 purchases of DFSE, at an average price of $31.67, for a total of 267,679.00 shares. In addition, there have been 2 sales at an average price of $34.03 for 4,803.00 shares. Based on historical transaction data and DFSE's current price of $38.64, Retirement Solution LLC's estimated gain on his DFSE holdings is $1.84 Mil, reflecting a 21.75% gain to date.
Retirement Solution LLC DFSE ($38.64) Holding Chart
Retirement Solution LLC DFSE ($38.64) 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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