A detailed history of Creative One Wealth, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Creative One Wealth, LLC holds 68,553 shares of DFSD stock, worth $3.21 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
68,553
Previous 7,121 862.69%
Holding current value
$3.21 Million
Previous $335,000 876.72%
% of portfolio
0.12%
Previous 0.02%

Shares

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

Nov 13, 2024

BUY
$47.0 - $47.84 $2.89 Million - $2.94 Million
61,432 Added 862.69%
68,553 $3.27 Million
Q2 2024

Aug 14, 2024

SELL
$46.64 - $47.15 $409,312 - $413,788
-8,776 Reduced 55.21%
7,121 $335,000
Q1 2024

May 14, 2024

BUY
$46.78 - $47.19 $743,661 - $750,179
15,897 New
15,897 $748,000
Q2 2023

Aug 16, 2023

BUY
$46.28 - $46.83 $88,441 - $89,492
1,911 Added 17.48%
12,845 $595,000
Q2 2023

Aug 14, 2023

BUY
$46.28 - $46.83 $139,719 - $141,379
3,019 Added 38.14%
10,934 $507,000
Q1 2023

May 15, 2023

BUY
$46.1 - $46.75 $364,881 - $370,026
7,915 New
7,915 $369,000

Others Institutions Holding DFSD

About DIMENSIONAL ETF TR SHORT DURAT


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