ShankerValleau Wealth Advisors, Inc. DUSB Holdings History
ShankerValleau Wealth Advisors, Inc.'s Dimensional Ultrashort Fixed Income ETF Holding Summary
As of 2025-06-30, ShankerValleau Wealth Advisors, Inc. held 17,254.00 shares of Dimensional Ultrashort Fixed Income ETF(DUSB), totaling $875,620.00. This investment constitutes 0.25% of their stock portfolio, and ShankerValleau Wealth Advisors, Inc. now holds 0.07% of the outstanding Dimensional Ultrashort Fixed Income ETF(DUSB) stock.
The initial trade took place in 2024Q4. And since then ShankerValleau Wealth Advisors, Inc. has made 1 purchases of DUSB, at an average price of $50.74, for a total of 181,957.00 shares. In addition, there have been 2 sales at an average price of $50.73 for 164,703.00 shares. Based on historical transaction data and DUSB's current price of $50.86, ShankerValleau Wealth Advisors, Inc.'s estimated gain on his DUSB holdings is $480.39, reflecting a 0.01% gain to date.
ShankerValleau Wealth Advisors, Inc. DUSB ($50.86) Holding Chart
ShankerValleau Wealth Advisors, Inc. DUSB ($50.86) 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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