Steward Partners Investment Advisory, LLC Dimensional ETF Tr Short Durat Transaction History

Steward Partners Investment Advisory, LLC

$11 Billion
Q4 2024

A detailed history of Steward Partners Investment Advisory, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 169,768 shares of DFSD stock, worth $8.02 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

169,768

Previous 137,630 23.35%

Holding current value

$8.02 Million

Previous $6.57 Million 21.13%

% of portfolio

0.07%

Previous 0.06%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	BUY	$46.75 - $47.8 $1.5 Million - $1.54 Million	32,138 Added 23.35%	169,768 $7.96 Million
Q3 2024 Nov 14, 2024	BUY	$47.0 - $47.84 $2 Million - $2.04 Million	42,607 Added 44.84%	137,630 $6.57 Million
Q2 2024 Aug 08, 2024	BUY	$46.64 - $47.15 $1.14 Million - $1.15 Million	24,453 Added 34.65%	95,023 $4.47 Million
Q1 2024 May 15, 2024	BUY	$46.78 - $47.19 $1.65 Million - $1.67 Million	35,324 Added 100.22%	70,570 $3.32 Million
Q4 2023 Feb 12, 2024	BUY	$46.16 - $47.09 $199,180 - $203,193	4,315 Added 13.95%	35,246 $1.66 Million
Q3 2023 Nov 13, 2023	BUY	$46.24 - $46.65 $1.43 Million - $1.44 Million	30,931 New	30,931 $1.43 Million

Others Institutions Holding DFSD

# of Institutions

328

Shares Held

65.8M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR SHORT DURAT

Ticker DFSD
Sector ETFs
Industry ETFs

More about DFSD

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Steward Partners Investment Advisory, LLC Dimensional ETF Tr Short Durat Transaction History