Retirement Solution LLC DFSI Holdings History
Retirement Solution LLC's Dimensional International Sustainability Core 1 ETF Holding Summary
As of 2025-03-31, Retirement Solution LLC held 377,237.00 shares of Dimensional International Sustainability Core 1 ETF(DFSI), totaling $13.16 Mil. This investment constitutes 3.62% of their stock portfolio, and Retirement Solution LLC now holds 2.05% of the outstanding Dimensional International Sustainability Core 1 ETF(DFSI) stock.
The initial trade took place in 2023Q1. And since then Retirement Solution LLC has made 6 purchases of DFSI, at an average price of $29.60, for a total of 412,153.00 shares. In addition, there have been 3 sales at an average price of $34.58 for 34,916.00 shares. Based on historical transaction data and DFSI's current price of $39.02, Retirement Solution LLC's estimated gain on his DFSI holdings is $3.73 Mil, reflecting a 30.57% gain to date.
Retirement Solution LLC DFSI ($39.02) Holding Chart
Retirement Solution LLC DFSI ($39.02) 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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