Werba Rubin Papier Wealth Management DFSD Holdings History
Werba Rubin Papier Wealth Management's Dimensional Short-Duration Fixed Income ETF Holding Summary
As of 2025-03-31, Werba Rubin Papier Wealth Management held 26,748.00 shares of Dimensional Short-Duration Fixed Income ETF(DFSD), totaling $1.27 Mil. This investment constitutes 0.28% of their stock portfolio, and Werba Rubin Papier Wealth Management now holds 0.03% of the outstanding Dimensional Short-Duration Fixed Income ETF(DFSD) stock.
The initial trade took place in 2025Q1. And since then Werba Rubin Papier Wealth Management has made 1 purchases of DFSD, at an average price of $47.22, for a total of 26,748.00 shares. Based on historical transaction data and DFSD's current price of $47.97, Werba Rubin Papier Wealth Management's estimated gain on his DFSD holdings is $20,061.00, reflecting a 1.59% gain to date.
Werba Rubin Papier Wealth Management DFSD ($47.97) Holding Chart
Werba Rubin Papier Wealth Management 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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