Number of Shares
437,669.00
Current Holdings Value*
$22.20 Mil
% of Portfolio
4.37%
Total Estimate Gain
$24,775.99
% of Total Estimate Gain
0.11%

SC&H Financial Advisors, Inc.'s Dimensional Ultrashort Fixed Income ETF Holding Summary

As of 2025-03-31, SC&H Financial Advisors, Inc. held 437,669.00 shares of Dimensional Ultrashort Fixed Income ETF(DUSB), totaling $22.20 Mil. This investment constitutes 4.37% of their stock portfolio, and SC&H Financial Advisors, Inc. now holds 1.92% of the outstanding Dimensional Ultrashort Fixed Income ETF(DUSB) stock.

The initial trade took place in 2024Q3. And since then SC&H Financial Advisors, Inc. has made 3 purchases of DUSB, at an average price of $50.73, for a total of 437,669.00 shares. Based on historical transaction data and DUSB's current price of $50.79, SC&H Financial Advisors, Inc.'s estimated gain on his DUSB holdings is $24,775.99, reflecting a 0.11% gain to date.

SC&H Financial Advisors, Inc. DUSB ($50.79) Holding Chart

SC&H Financial Advisors, Inc. DUSB ($50.79) 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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