Number of Shares
90,477.00
Current Holdings Value*
$3.24 Mil
% of Portfolio
2.17%
Total Estimate Gain
$218,831.45
% of Total Estimate Gain
6.34%

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 $40.54, Wealth Management Strategies, Inc.'s estimated gain on his DFSU holdings is $218,831.45, reflecting a 6.34% gain to date.

Wealth Management Strategies, Inc. DFSU ($40.54) Holding Chart

Wealth Management Strategies, Inc. DFSU ($40.54) 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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