Ethos Financial Group, LLC Dimensional ETF Tr Short Durat Transaction History

Ethos Financial Group, LLC

  • $665 Million
  • Q4 2024

A detailed history of Ethos Financial Group, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Ethos Financial Group, LLC holds 20,248 shares of DFSD stock, worth $957,122. This represents 0.14% of its overall portfolio holdings.

Number of Shares
20,248
Previous 20,454 1.01%
Holding current value
$957,122
Previous $976,000 2.77%
% of portfolio
0.14%
Previous 0.18%

Shares

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

Feb 06, 2025
SELL
$46.75 - $47.8 $9,630 - $9,846
-206 Reduced 1.01%
20,248 $949,000
Q3 2024

Nov 07, 2024
BUY
$47.0 - $47.84 $53,016 - $53,963
1,128 Added 5.84%
20,454 $976,000
Q2 2024

Aug 12, 2024
BUY
$46.64 - $47.15 $901,364 - $911,220
19,326 New
19,326 $908,000

Others Institutions Holding DFSD

# of Institutions
320
Shares Held
64.1M
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 Ethos Financial Group, LLC Portfolio

Follow Ethos Financial Group, 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 Ethos Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ethos Financial Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email