WEALTHSPAN PARTNERS, LLC DUSB Holdings History
WEALTHSPAN PARTNERS, LLC's Dimensional Ultrashort Fixed Income ETF Holding Summary
As of 2025-03-31, WEALTHSPAN PARTNERS, LLC held 140,559.00 shares of Dimensional Ultrashort Fixed Income ETF(DUSB), totaling $7.13 Mil. This investment constitutes 3.29% of their stock portfolio, and WEALTHSPAN PARTNERS, LLC now holds 0.62% of the outstanding Dimensional Ultrashort Fixed Income ETF(DUSB) stock.
The initial trade took place in 2024Q1. And since then WEALTHSPAN PARTNERS, LLC has made 5 purchases of DUSB, at an average price of $50.68, for a total of 140,559.00 shares. Based on historical transaction data and DUSB's current price of $50.71, WEALTHSPAN PARTNERS, LLC's estimated gain on his DUSB holdings is $4,264.34, reflecting a 0.06% gain to date.
WEALTHSPAN PARTNERS, LLC DUSB ($50.71) Holding Chart
WEALTHSPAN PARTNERS, LLC DUSB ($50.71) 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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