Williams & Novak, LLC DFSD Holdings History
Williams & Novak, LLC's Dimensional Short-Duration Fixed Income ETF Holding Summary
As of 2025-06-30, Williams & Novak, LLC held 13,813.00 shares of Dimensional Short-Duration Fixed Income ETF(DFSD), totaling $663,150.00. This investment constitutes 0.56% of their stock portfolio, and Williams & Novak, LLC now holds 0.01% of the outstanding Dimensional Short-Duration Fixed Income ETF(DFSD) stock.
The initial trade took place in 2025Q1. And since then Williams & Novak, LLC has made 2 purchases of DFSD, at an average price of $47.30, for a total of 13,813.00 shares. Based on historical transaction data and DFSD's current price of $47.86, Williams & Novak, LLC's estimated gain on his DFSD holdings is $7,687.92, reflecting a 1.18% gain to date.
Williams & Novak, LLC DFSD ($47.86) Holding Chart
Williams & Novak, LLC DFSD ($47.86) 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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