A detailed history of Geometric Wealth Advisors transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Geometric Wealth Advisors holds 10,976 shares of DFSD stock, worth $519,274. This represents 0.1% of its overall portfolio holdings.

Number of Shares
10,976
Previous 12,518 12.32%
Holding current value
$519,274
Previous $588,000 11.05%
% of portfolio
0.1%
Previous 0.12%

Shares

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

Oct 24, 2024

SELL
$47.0 - $47.84 $72,474 - $73,769
-1,542 Reduced 12.32%
10,976 $523,000
Q2 2024

Aug 13, 2024

BUY
$46.64 - $47.15 $76,722 - $77,561
1,645 Added 15.13%
12,518 $588,000
Q1 2024

May 07, 2024

BUY
$46.78 - $47.19 $104,833 - $105,752
2,241 Added 25.96%
10,873 $511,000
Q4 2023

Jan 18, 2024

BUY
$46.16 - $47.09 $398,453 - $406,480
8,632 New
8,632 $405,000
Q2 2023

Jul 17, 2023

BUY
$46.28 - $46.83 $1,851 - $1,873
40 Added 0.82%
4,913 $227,000
Q1 2023

May 01, 2023

SELL
$46.1 - $46.75 $84,685 - $85,879
-1,837 Reduced 27.38%
4,873 $227,000
Q4 2022

Jan 09, 2023

BUY
$45.19 - $46.47 $8,992 - $9,247
199 Added 3.06%
6,710 $0
Q3 2022

Oct 11, 2022

BUY
$45.55 - $47.51 $65,592 - $68,414
1,440 Added 28.4%
6,511 $300,000
Q2 2022

Jul 20, 2022

BUY
$46.22 - $47.82 $234,381 - $242,495
5,071 New
5,071 $238,000

Others Institutions Holding DFSD

About DIMENSIONAL ETF TR SHORT DURAT


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