Number of Shares
222,279.00
Current Holdings Value*
$10.56 Mil
% of Portfolio
2.18%
Total Estimate Gain
$162,124.09
% of Total Estimate Gain
1.54%

STUDIO INVESTMENT MANAGEMENT LLC's Dimensional Short-Duration Fixed Income ETF Holding Summary

As of 2025-03-31, STUDIO INVESTMENT MANAGEMENT LLC held 222,279.00 shares of Dimensional Short-Duration Fixed Income ETF(DFSD), totaling $10.56 Mil. This investment constitutes 2.18% of their stock portfolio, and STUDIO INVESTMENT MANAGEMENT LLC now holds 0.24% of the outstanding Dimensional Short-Duration Fixed Income ETF(DFSD) stock.

The initial trade took place in 2024Q4. And since then STUDIO INVESTMENT MANAGEMENT LLC has made 2 purchases of DFSD, at an average price of $47.28, for a total of 222,279.00 shares. Based on historical transaction data and DFSD's current price of $48.01, STUDIO INVESTMENT MANAGEMENT LLC's estimated gain on his DFSD holdings is $162,124.09, reflecting a 1.54% gain to date.

STUDIO INVESTMENT MANAGEMENT LLC DFSD ($48.01) Holding Chart

STUDIO INVESTMENT MANAGEMENT LLC DFSD ($48.01) 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 %

Top Ranked Articles

  • 1