Allworth Financial LP Dimensional ETF Tr Short Durat Transaction History

Allworth Financial LP

$17.3 Billion
Q4 2024

A detailed history of Allworth Financial LP transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Allworth Financial LP holds 263,224 shares of DFSD stock, worth $12.4 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

263,224

Previous 123,361 113.38%

Holding current value

$12.4 Million

Previous $5.89 Million 109.53%

% of portfolio

0.07%

Previous 0.04%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$46.75 - $47.8 $6.54 Million - $6.69 Million	139,863 Added 113.38%	263,224 $12.3 Million
Q3 2024 Oct 23, 2024	SELL	$47.0 - $47.84 $572,366 - $582,595	-12,178 Reduced 8.98%	123,361 $5.89 Million
Q2 2024 Jul 23, 2024	BUY	$46.64 - $47.15 $1.23 Million - $1.24 Million	26,333 Added 24.11%	135,539 $6.37 Million
Q1 2024 Apr 25, 2024	SELL	$46.78 - $47.19 $106,798 - $107,734	-2,283 Reduced 2.05%	109,206 $5.14 Million
Q4 2023 Jan 24, 2024	SELL	$46.16 - $47.09 $845,097 - $862,123	-18,308 Reduced 14.11%	111,489 $5.24 Million
Q3 2023 Oct 31, 2023	SELL	$46.24 - $46.65 $552,290 - $557,187	-11,944 Reduced 8.43%	129,797 $6.02 Million
Q2 2023 Jul 18, 2023	SELL	$46.28 - $46.83 $1.91 Million - $1.93 Million	-41,283 Reduced 22.56%	141,741 $6.57 Million
Q1 2023 Apr 18, 2023	SELL	$46.1 - $46.75 $3.08 Million - $3.12 Million	-66,763 Reduced 26.73%	183,024 $8.54 Million
Q4 2022 Jan 13, 2023	SELL	$45.19 - $46.47 $14.6 Million - $15 Million	-322,550 Reduced 56.36%	249,787 $0
Q3 2022 Oct 18, 2022	SELL	$45.55 - $47.51 $8.23 Million - $8.59 Million	-180,705 Reduced 24.0%	572,337 $26.3 Million
Q2 2022 Jul 13, 2022	BUY	$46.22 - $47.82 $31 Million - $32 Million	670,128 Added 808.22%	753,042 $35.3 Million
Q1 2022 Apr 22, 2022	SELL	$47.69 - $49.94 $314,706 - $329,554	-6,599 Reduced 7.37%	82,914 $3.97 Million
Q4 2021 Jan 21, 2022	BUY	$49.93 - $50.13 $4.47 Million - $4.49 Million	89,513 New	89,513 $4.48 Million

Others Institutions Holding DFSD

# of Institutions

328

Shares Held

65.8M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR SHORT DURAT

Ticker DFSD
Sector ETFs
Industry ETFs

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Allworth Financial LP Dimensional ETF Tr Short Durat Transaction History