Number of Shares
41,768.00
Current Holdings Value*
$1.98 Mil
% of Portfolio
3.5%
Total Estimate Gain
$18,492.32
% of Total Estimate Gain
0.79%

Solutions 4 Wealth, Ltd's Dimensional Short-Duration Fixed Income ETF Holding Summary

As of 2025-03-31, Solutions 4 Wealth, Ltd held 41,768.00 shares of Dimensional Short-Duration Fixed Income ETF(DFSD), totaling $1.98 Mil. This investment constitutes 3.5% of their stock portfolio, and Solutions 4 Wealth, Ltd now holds 0.04% of the outstanding Dimensional Short-Duration Fixed Income ETF(DFSD) stock.

The initial trade took place in 2024Q3. And since then Solutions 4 Wealth, Ltd has made 1 purchases of DFSD, at an average price of $47.46, for a total of 49,336.00 shares. In addition, there have been 2 sales at an average price of $47.25 for 7,568.00 shares. Based on historical transaction data and DFSD's current price of $47.94, Solutions 4 Wealth, Ltd's estimated gain on his DFSD holdings is $18,492.32, reflecting a 0.79% gain to date.

Solutions 4 Wealth, Ltd DFSD ($47.94) Holding Chart

Solutions 4 Wealth, Ltd 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 %

Top Ranked Articles

  • 1