Savant Capital, LLC DFSD Holdings History
Number of Shares
3.03 Mil
Current Holdings Value*
$144.16 Mil
% of Portfolio
1.05%
Total Estimate Gain
$2.70 Mil
% of Total Estimate Gain
1.89%
Savant Capital, LLC's Dimensional Short-Duration Fixed Income ETF Holding Summary
As of 2025-03-31, Savant Capital, LLC held 3.03 Mil shares of Dimensional Short-Duration Fixed Income ETF(DFSD), totaling $144.16 Mil. This investment constitutes 1.05% of their stock portfolio, and Savant Capital, LLC now holds 3.23% of the outstanding Dimensional Short-Duration Fixed Income ETF(DFSD) stock.
The initial trade took place in 2022Q4. And since then Savant Capital, LLC has made 10 purchases of DFSD, at an average price of $47.05, for a total of 3.03 Mil shares. Based on historical transaction data and DFSD's current price of $47.94, Savant Capital, LLC's estimated gain on his DFSD holdings is $2.70 Mil, reflecting a 1.89% gain to date.
Savant Capital, LLC DFSD ($47.94) Holding Chart
Savant Capital, LLC 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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