Meredith Wealth Planning Dimensional ETF Tr Short Durat Transaction History

Meredith Wealth Planning

  • $275 Billion
  • Q2 2025

A detailed history of Meredith Wealth Planning transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Meredith Wealth Planning holds 63,855 shares of DFSD stock, worth $3.07 Million. This represents 1.11% of its overall portfolio holdings.

Number of Shares
63,855
Previous 60,712 5.18%
Holding current value
$3.07 Million
Previous $2.89 Billion 6.26%
% of portfolio
1.11%
Previous 1.27%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 16, 2025
BUY
$47.09 - $48.01 $148,003 - $150,895
3,143 Added 5.18%
63,855 $3.07 Billion
Q1 2025

May 07, 2025
BUY
$46.74 - $47.55 $230,287 - $234,278
4,927 Added 8.83%
60,712 $2.89 Billion
Q4 2024

Jan 31, 2025
BUY
$46.75 - $47.8 $351,700 - $359,599
7,523 Added 15.59%
55,785 $2.62 Billion
Q3 2024

Oct 18, 2024
SELL
$47.0 - $47.84 $312,174 - $317,753
-6,642 Reduced 12.1%
48,262 $2.3 Billion
Q2 2024

Jul 24, 2024
BUY
$46.64 - $47.15 $643,025 - $650,057
13,787 Added 33.53%
54,904 $2.58 Billion
Q1 2024

Apr 23, 2024
BUY
$46.78 - $47.19 $375,175 - $378,463
8,020 Added 24.23%
41,117 $1.93 Billion
Q4 2023

Jan 25, 2024
BUY
$46.16 - $47.09 $447,798 - $456,820
9,701 Added 41.46%
33,097 $1.56 Billion
Q3 2023

Oct 16, 2023
BUY
$46.24 - $46.65 $226,807 - $228,818
4,905 Added 26.53%
23,396 $1.09 Billion
Q2 2023

Jul 14, 2023
BUY
$46.28 - $46.83 $142,588 - $144,283
3,081 Added 19.99%
18,491 $857 Million
Q1 2023

Apr 24, 2023
BUY
$46.1 - $46.75 $710,401 - $720,417
15,410 New
15,410 $719 Million

Others Institutions Holding DFSD

# of Institutions
363
Shares Held
74.9M
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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