Family Wealth Partners, LLC Dimensional ETF Tr Short Durat Transaction History

Family Wealth Partners, LLC

  • $210 Billion
  • Q4 2024

A detailed history of Family Wealth Partners, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Family Wealth Partners, LLC holds 141,404 shares of DFSD stock, worth $6.66 Million. This represents 3.15% of its overall portfolio holdings.

Number of Shares
141,404
Previous 117,225 20.63%
Holding current value
$6.66 Million
Previous $5.6 Billion 18.45%
% of portfolio
3.15%
Previous 2.86%

Shares

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

Jan 14, 2025
BUY
$46.75 - $47.8 $1.13 Million - $1.16 Million
24,179 Added 20.63%
141,404 $6.63 Billion
Q3 2024

Oct 09, 2024
SELL
$47.0 - $47.84 $54,097 - $55,063
-1,151 Reduced 0.97%
117,225 $5.6 Billion
Q2 2024

Jul 10, 2024
BUY
$46.64 - $47.15 $699,040 - $706,684
14,988 Added 14.5%
118,376 $5.56 Billion
Q1 2024

Apr 16, 2024
BUY
$46.78 - $47.19 $1.91 Million - $1.92 Million
40,767 Added 65.1%
103,388 $4.86 Billion
Q4 2023

Mar 20, 2024
BUY
$46.16 - $47.09 $2.89 Million - $2.95 Million
62,621 New
62,621 $2.94 Billion

Others Institutions Holding DFSD

# of Institutions
279
Shares Held
53M
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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