Solutions 4 Wealth, Ltd DFSD Holdings History
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 $47.92, Solutions 4 Wealth, Ltd's estimated gain on his DFSD holdings is $17,656.96, reflecting a 0.75% gain to date.
Solutions 4 Wealth, Ltd DFSD ($47.92) Holding Chart
Solutions 4 Wealth, Ltd DFSD ($47.92) 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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