Valued Wealth Advisors LLC DFSD Holdings History
Valued Wealth Advisors LLC's Dimensional Short-Duration Fixed Income ETF Holding Summary
As of 2025-03-31, Valued Wealth Advisors LLC held 430,243.00 shares of Dimensional Short-Duration Fixed Income ETF(DFSD), totaling $20.45 Mil. This investment constitutes 12.27% of their stock portfolio, and Valued Wealth Advisors LLC now holds 0.46% of the outstanding Dimensional Short-Duration Fixed Income ETF(DFSD) stock.
The initial trade took place in 2023Q4. And since then Valued Wealth Advisors LLC has made 5 purchases of DFSD, at an average price of $46.74, for a total of 430,243.00 shares. Based on historical transaction data and DFSD's current price of $47.97, Valued Wealth Advisors LLC's estimated gain on his DFSD holdings is $529,683.85, reflecting a 2.63% gain to date.
Valued Wealth Advisors LLC DFSD ($47.97) Holding Chart
Valued Wealth Advisors 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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