Copperleaf Capital, LLC Dimensional ETF Tr Short Durat Transaction History

Copperleaf Capital, LLC

  • $123 Million
  • Q4 2024

A detailed history of Copperleaf Capital, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Copperleaf Capital, LLC holds 19,896 shares of DFSD stock, worth $939,489. This represents 0.76% of its overall portfolio holdings.

Number of Shares
19,896
Previous 15,106 31.71%
Holding current value
$939,489
Previous $721,000 29.26%
% of portfolio
0.76%
Previous 0.63%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 30, 2025
BUY
$46.75 - $47.8 $223,932 - $228,962
4,790 Added 31.71%
19,896 $932,000
Q3 2024

Nov 14, 2024
BUY
$47.0 - $47.84 $211,265 - $215,040
4,495 Added 42.36%
15,106 $721,000
Q2 2024

Aug 13, 2024
BUY
$46.64 - $47.15 $54,242 - $54,835
1,163 Added 12.31%
10,611 $498,000
Q1 2024

May 14, 2024
SELL
$46.78 - $47.19 $427,194 - $430,939
-9,132 Reduced 49.15%
9,448 $444,000
Q3 2023

Nov 13, 2023
BUY
$46.24 - $46.65 $174,556 - $176,103
3,775 Added 25.5%
18,580 $861,000
Q2 2023

Aug 11, 2023
BUY
$46.28 - $46.83 $685,175 - $693,318
14,805 New
14,805 $686,000

Others Institutions Holding DFSD

# of Institutions
328
Shares Held
65.8M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR SHORT DURAT

DFSD Quotes by TradingView
  • Ticker DFSD
  • Sector ETFs
  • Industry ETFs
More about DFSD
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