SpringVest Wealth Management LLC DFSD Holdings History
SpringVest Wealth Management LLC's Dimensional Short-Duration Fixed Income ETF Holding Summary
As of 2025-03-31, SpringVest Wealth Management LLC held 31,519.00 shares of Dimensional Short-Duration Fixed Income ETF(DFSD), totaling $1.50 Mil. This investment constitutes 1.24% of their stock portfolio, and SpringVest Wealth Management LLC now holds 0.03% of the outstanding Dimensional Short-Duration Fixed Income ETF(DFSD) stock.
The initial trade took place in 2024Q4. And since then SpringVest Wealth Management LLC has made 1 purchases of DFSD, at an average price of $47.28, for a total of 31,519.00 shares. Based on historical transaction data and DFSD's current price of $47.97, SpringVest Wealth Management LLC's estimated gain on his DFSD holdings is $21,618.05, reflecting a 1.45% gain to date.
SpringVest Wealth Management LLC DFSD ($47.97) Holding Chart
SpringVest Wealth Management LLC DFSD ($47.97) 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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