Stewardship Advisors, LLC Dimensional ETF Tr Short Durat Transaction History

Stewardship Advisors, LLC

  • $347 Million
  • Q1 2025

A detailed history of Stewardship Advisors, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Stewardship Advisors, LLC holds 12,325 shares of DFSD stock, worth $585,807. This represents 0.17% of its overall portfolio holdings.

Number of Shares
12,325
Previous 10,024 22.95%
Holding current value
$585,807
Previous $469,000 24.73%
% of portfolio
0.17%
Previous 0.14%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 17, 2025
BUY
$46.74 - $47.55 $107,548 - $109,412
2,301 Added 22.95%
12,325 $585,000
Q4 2024

Jan 21, 2025
BUY
$46.75 - $47.8 $135,060 - $138,094
2,889 Added 40.49%
10,024 $469,000
Q3 2024

Oct 21, 2024
BUY
$47.0 - $47.84 $335,345 - $341,338
7,135 New
7,135 $340,000

Others Institutions Holding DFSD

# of Institutions
334
Shares Held
67.2M
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
Track This Portfolio

Track Stewardship Advisors, LLC Portfolio

Follow Stewardship Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Stewardship Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Stewardship Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email