WPWealth LLP DFSD Holdings History
WPWealth LLP's Dimensional Short-Duration Fixed Income ETF Holding Summary
As of 2024-12-31, WPWealth LLP held 1.05 Mil shares of Dimensional Short-Duration Fixed Income ETF(DFSD), totaling $49.20 Mil. This investment constitutes 10.05% of their stock portfolio, and WPWealth LLP now holds 1.22% of the outstanding Dimensional Short-Duration Fixed Income ETF(DFSD) stock.
The initial trade took place in 2023Q1. And since then WPWealth LLP has made 6 purchases of DFSD, at an average price of $46.97, for a total of 1.05 Mil shares. In addition, there have been 2 sales at an average price of $46.58 for 2,941.00 shares. Based on historical transaction data and DFSD's current price of $47.89, WPWealth LLP's estimated gain on his DFSD holdings is $961,505.28, reflecting a 1.95% gain to date.
WPWealth LLP DFSD ($47.89) Holding Chart
WPWealth LLP DFSD ($47.89) 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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