Number of Shares
121,313.00
Current Holdings Value*
$6.16 Mil
% of Portfolio
2.96%
Total Estimate Gain
$11,148.66
% of Total Estimate Gain
0.18%

Shore Point Advisors, LLC's Dimensional Ultrashort Fixed Income ETF Holding Summary

As of 2025-06-30, Shore Point Advisors, LLC held 121,313.00 shares of Dimensional Ultrashort Fixed Income ETF(DUSB), totaling $6.16 Mil. This investment constitutes 2.96% of their stock portfolio, and Shore Point Advisors, LLC now holds 0.47% of the outstanding Dimensional Ultrashort Fixed Income ETF(DUSB) stock.

The initial trade took place in 2025Q1. And since then Shore Point Advisors, LLC has made 2 purchases of DUSB, at an average price of $50.73, for a total of 121,313.00 shares. Based on historical transaction data and DUSB's current price of $50.82, Shore Point Advisors, LLC's estimated gain on his DUSB holdings is $11,148.66, reflecting a 0.18% gain to date.

Shore Point Advisors, LLC DUSB ($50.82) Holding Chart

Shore Point Advisors, LLC DUSB ($50.82) 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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