Us Advisors Wealth Management, LLC Dimensional ETF Tr Short Durat Transaction History

Us Advisors Wealth Management, LLC

  • $308 Million
  • Q4 2024

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 18,357 shares of DFSD stock, worth $872,508. This represents 0.28% of its overall portfolio holdings.

Number of Shares
18,357
Previous 17,799 3.14%
Holding current value
$872,508
Previous $850,000 1.18%
% of portfolio
0.28%
Previous 0.3%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025
BUY
$46.75 - $47.8 $26,086 - $26,672
558 Added 3.14%
18,357 $860,000
Q3 2024

Nov 07, 2024
SELL
$47.0 - $47.84 $87,279 - $88,838
-1,857 Reduced 9.45%
17,799 $850,000
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

# of Institutions
333
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
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