SC&H Financial Advisors, Inc. DFSD Holdings History
SC&H Financial Advisors, Inc.'s Dimensional Short-Duration Fixed Income ETF Holding Summary
As of 2025-03-31, SC&H Financial Advisors, Inc. held 268,071.00 shares of Dimensional Short-Duration Fixed Income ETF(DFSD), totaling $12.74 Mil. This investment constitutes 2.51% of their stock portfolio, and SC&H Financial Advisors, Inc. now holds 0.29% of the outstanding Dimensional Short-Duration Fixed Income ETF(DFSD) stock.
The initial trade took place in 2022Q2. And since then SC&H Financial Advisors, Inc. has made 11 purchases of DFSD, at an average price of $46.93, for a total of 271,412.00 shares. In addition, there have been 1 sales at an average price of $46.81 for 3,341.00 shares. Based on historical transaction data and DFSD's current price of $47.95, SC&H Financial Advisors, Inc.'s estimated gain on his DFSD holdings is $271,962.61, reflecting a 2.13% gain to date.
SC&H Financial Advisors, Inc. DFSD ($47.95) Holding Chart
SC&H Financial Advisors, Inc. DFSD ($47.95) 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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