A detailed history of Us Advisors Wealth Management, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Us Advisors Wealth Management, LLC holds 19,656 shares of DFSD stock, worth $929,925. This represents 0.32% of its overall portfolio holdings.

Number of Shares
19,656
Previous 18,409 6.77%
Holding current value
$929,925
Previous $866,000 6.58%
% of portfolio
0.32%
Previous 0.33%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 06, 2024

BUY
$46.64 - $47.15 $58,160 - $58,796
1,247 Added 6.77%
19,656 $923,000
Q1 2024

May 02, 2024

BUY
$46.78 - $47.19 $295,462 - $298,052
6,316 Added 52.23%
18,409 $866,000
Q4 2023

Feb 12, 2024

SELL
$46.16 - $47.09 $12,970 - $13,232
-281 Reduced 2.27%
12,093 $568,000
Q3 2023

Nov 09, 2023

BUY
$46.24 - $46.65 $160,360 - $161,782
3,468 Added 38.94%
12,374 $573,000
Q2 2023

Aug 01, 2023

SELL
$46.28 - $46.83 $62,478 - $63,220
-1,350 Reduced 13.16%
8,906 $413,000
Q1 2023

Apr 13, 2023

BUY
$46.1 - $46.75 $57,210 - $58,016
1,241 Added 13.77%
10,256 $479,000
Q4 2022

Feb 10, 2023

BUY
$45.19 - $46.47 $407,387 - $418,927
9,015 New
9,015 $416,000

Others Institutions Holding DFSD

About DIMENSIONAL ETF TR SHORT DURAT


  • Ticker DFSD
  • Sector ETFs
  • Industry ETFs
More about DFSD
Track This Portfolio

Track Us Advisors Wealth Management, LLC Portfolio

Follow Us Advisors Wealth Management, 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 Us Advisors Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Us Advisors Wealth Management, LLC with notifications on news.