Number of Shares
268,071.00
Current Holdings Value*
$12.74 Mil
% of Portfolio
2.51%
Total Estimate Gain
$269,013.83
% of Total Estimate Gain
2.11%

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 $47.94, SC&H Financial Advisors, Inc.'s estimated gain on his DFSD holdings is $269,013.83, reflecting a 2.11% gain to date.

SC&H Financial Advisors, Inc. DFSD ($47.94) Holding Chart

SC&H Financial Advisors, Inc. DFSD ($47.94) 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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