Delap Wealth Advisory, LLC Dimensional ETF Tr Short Durat Transaction History

Delap Wealth Advisory, LLC

$167 Billion
Q4 2024

A detailed history of Delap Wealth Advisory, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Delap Wealth Advisory, LLC holds 66,774 shares of DFSD stock, worth $3.16 Million. This represents 1.87% of its overall portfolio holdings.

Number of Shares

66,774

Previous 46,920 42.31%

Holding current value

$3.16 Million

Previous $2.24 Billion 39.75%

% of portfolio

1.87%

Previous 1.42%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	BUY	$46.75 - $47.8 $928,174 - $949,021	19,854 Added 42.31%	66,774 $3.13 Billion
Q3 2024 Nov 12, 2024	SELL	$47.0 - $47.84 $604,984 - $615,796	-12,872 Reduced 21.53%	46,920 $2.24 Billion
Q2 2024 Aug 13, 2024	BUY	$46.64 - $47.15 $1.56 Million - $1.58 Million	33,528 Added 127.66%	59,792 $2.81 Billion
Q1 2024 May 14, 2024	BUY	$46.78 - $47.19 $673,772 - $679,677	14,403 Added 121.43%	26,264 $1.24 Billion
Q4 2023 Feb 14, 2024	BUY	$46.16 - $47.09 $547,503 - $558,534	11,861 New	11,861 $558 Million

Others Institutions Holding DFSD

# of Institutions

285

Shares Held

54.6M

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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Delap Wealth Advisory, LLC Dimensional ETF Tr Short Durat Transaction History