Retirement Solution LLC DFSU Holdings History
Retirement Solution LLC's Dimensional US Sustainability Core 1 ETF Holding Summary
As of 2025-03-31, Retirement Solution LLC held 5.43 Mil shares of Dimensional US Sustainability Core 1 ETF(DFSU), totaling $194.29 Mil. This investment constitutes 53.49% of their stock portfolio, and Retirement Solution LLC now holds 15.24% of the outstanding Dimensional US Sustainability Core 1 ETF(DFSU) stock.
The initial trade took place in 2023Q1. And since then Retirement Solution LLC has made 4 purchases of DFSU, at an average price of $26.40, for a total of 6.18 Mil shares. In addition, there have been 5 sales at an average price of $36.51 for 749,464.00 shares. Based on historical transaction data and DFSU's current price of $39.89, Retirement Solution LLC's estimated gain on his DFSU holdings is $80.77 Mil, reflecting a 49.54% gain to date.
Retirement Solution LLC DFSU ($39.89) Holding Chart
Retirement Solution LLC DFSU ($39.89) 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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