Number of Shares
127,404.00
Current Holdings Value*
$6.05 Mil
% of Portfolio
4.38%
Total Estimate Gain
$129,604.98
% of Total Estimate Gain
2.17%

Vermillion & White Wealth Management Group, LLC's Dimensional Short-Duration Fixed Income ETF Holding Summary

As of 2025-03-31, Vermillion & White Wealth Management Group, LLC held 127,404.00 shares of Dimensional Short-Duration Fixed Income ETF(DFSD), totaling $6.05 Mil. This investment constitutes 4.38% of their stock portfolio, and Vermillion & White Wealth Management Group, LLC now holds 0.14% of the outstanding Dimensional Short-Duration Fixed Income ETF(DFSD) stock.

The initial trade took place in 2023Q4. And since then Vermillion & White Wealth Management Group, LLC has made 5 purchases of DFSD, at an average price of $46.95, for a total of 127,404.00 shares. Based on historical transaction data and DFSD's current price of $47.97, Vermillion & White Wealth Management Group, LLC's estimated gain on his DFSD holdings is $129,604.98, reflecting a 2.17% gain to date.

Vermillion & White Wealth Management Group, LLC DFSD ($47.97) Holding Chart

Vermillion & White Wealth Management Group, 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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