Wealth Management Strategies, Inc. DFSU Holdings History
Wealth Management Strategies, Inc.'s Dimensional US Sustainability Core 1 ETF Holding Summary
As of 2025-03-31, Wealth Management Strategies, Inc. held 90,477.00 shares of Dimensional US Sustainability Core 1 ETF(DFSU), totaling $3.24 Mil. This investment constitutes 2.17% of their stock portfolio, and Wealth Management Strategies, Inc. now holds 0.25% of the outstanding Dimensional US Sustainability Core 1 ETF(DFSU) stock.
The initial trade took place in 2024Q4. And since then Wealth Management Strategies, Inc. has made 1 purchases of DFSU, at an average price of $38.12, for a total of 90,477.00 shares. Based on historical transaction data and DFSU's current price of $40.42, Wealth Management Strategies, Inc.'s estimated gain on his DFSU holdings is $207,974.21, reflecting a 6.03% gain to date.
Wealth Management Strategies, Inc. DFSU ($40.42) Holding Chart
Wealth Management Strategies, Inc. DFSU ($40.42) 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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