Number of Shares
13,813.00
Current Holdings Value*
$663,150.00
% of Portfolio
0.56%
Total Estimate Gain
$7,687.92
% of Total Estimate Gain
1.18%

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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