A detailed history of Acorn Wealth Advisors, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Acorn Wealth Advisors, LLC holds 61,619 shares of DFSD stock, worth $2.88 Million. This represents 1.33% of its overall portfolio holdings.

Number of Shares
61,619
Previous 64,063 3.81%
Holding current value
$2.88 Million
Previous $3.01 Million 2.29%
% of portfolio
1.33%
Previous 1.55%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

SELL
$47.0 - $47.84 $114,868 - $116,920
-2,444 Reduced 3.81%
61,619 $2.94 Million
Q2 2024

Jul 30, 2024

SELL
$46.64 - $47.15 $117,999 - $119,289
-2,530 Reduced 3.8%
64,063 $3.01 Million
Q1 2024

Apr 26, 2024

BUY
$46.78 - $47.19 $405,489 - $409,042
8,668 Added 14.96%
66,593 $3.13 Million
Q4 2023

Feb 07, 2024

BUY
$46.16 - $47.09 $263,019 - $268,318
5,698 Added 10.91%
57,925 $2.72 Million
Q3 2023

Nov 07, 2023

BUY
$46.24 - $46.65 $201,144 - $202,927
4,350 Added 9.09%
52,227 $2.42 Million
Q2 2023

Aug 02, 2023

BUY
$46.28 - $46.83 $325,996 - $329,870
7,044 Added 17.25%
47,877 $2.22 Million
Q1 2023

May 09, 2023

SELL
$46.1 - $46.75 $55,642 - $56,427
-1,207 Reduced 2.87%
40,833 $1.91 Million
Q4 2022

Feb 10, 2023

SELL
$45.19 - $46.47 $47,223 - $48,561
-1,045 Reduced 2.43%
42,040 $1.94 Million
Q3 2022

Nov 09, 2022

BUY
$45.55 - $47.51 $1.96 Million - $2.05 Million
43,085 New
43,085 $1.98 Million

Others Institutions Holding DFSD

About DIMENSIONAL ETF TR SHORT DURAT


  • Ticker DFSD
  • Sector ETFs
  • Industry ETFs
More about DFSD
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