Wealthsource Partners, LLC Dimensional ETF Tr Short Durat Transaction History

Wealthsource Partners, LLC

  • $1.52 Billion
  • Q4 2023

A detailed history of Wealthsource Partners, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Wealthsource Partners, LLC holds 44,722 shares of DFSD stock, worth $2.1 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
44,722
Previous 39,741 12.53%
Holding current value
$2.1 Million
Previous $1.84 Million 14.05%
% of portfolio
0.14%
Previous 0.13%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 12, 2024
BUY
$46.16 - $47.09 $229,922 - $234,555
4,981 Added 12.53%
44,722 $2.1 Million
Q3 2023

Nov 09, 2023
SELL
$46.24 - $46.65 $77,313 - $77,998
-1,672 Reduced 4.04%
39,741 $1.84 Million
Q2 2023

Aug 14, 2023
BUY
$46.28 - $46.83 $149,345 - $151,120
3,227 Added 8.45%
41,413 $1.92 Million
Q1 2023

May 15, 2023
BUY
$46.1 - $46.75 $38,493 - $39,036
835 Added 2.24%
38,186 $1.78 Million
Q4 2022

Feb 09, 2023
BUY
$45.19 - $46.47 $1.69 Million - $1.74 Million
37,351 New
37,351 $1.72 Million

Others Institutions Holding DFSD

# of Institutions
271
Shares Held
50.4M
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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