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 $6.7 Million. This represents 3.15% of its overall portfolio holdings.

Number of Shares

141,404

Previous 117,225 20.63%

Holding current value

$6.7 Million

Previous $5.6 Billion 18.45%

% of portfolio

3.15%

Previous 2.86%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

331

Shares Held

66M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR SHORT DURAT

Ticker DFSD
Sector ETFs
Industry ETFs

More about DFSD

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