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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