Rcs Financial Planning, LLC Dimensional ETF Tr Short Durat Transaction History

Rcs Financial Planning, LLC

$188 Billion
Q4 2024

A detailed history of Rcs Financial Planning, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Rcs Financial Planning, LLC holds 182,168 shares of DFSD stock, worth $8.65 Million. This represents 4.54% of its overall portfolio holdings.

Number of Shares

182,168

Previous 261,427 30.32%

Holding current value

$8.65 Million

Previous $12.5 Billion 31.57%

% of portfolio

4.54%

Previous 6.93%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	SELL	$46.75 - $47.8 $3.71 Million - $3.79 Million	-79,259 Reduced 30.32%	182,168 $8.54 Billion
Q3 2024 Oct 22, 2024	BUY	$47.0 - $47.84 $94,517 - $96,206	2,011 Added 0.78%	261,427 $12.5 Billion
Q2 2024 Jul 19, 2024	BUY	$46.64 - $47.15 $756,827 - $765,103	16,227 Added 6.67%	259,416 $12.2 Billion
Q1 2024 Apr 26, 2024	BUY	$46.78 - $47.19 $863,137 - $870,702	18,451 Added 8.21%	243,189 $11.4 Billion
Q4 2023 Feb 07, 2024	SELL	$46.16 - $47.09 $1.85 Million - $1.89 Million	-40,100 Reduced 15.14%	224,738 $10.6 Billion
Q3 2023 Nov 02, 2023	SELL	$46.24 - $46.65 $3.05 Million - $3.08 Million	-65,941 Reduced 19.94%	264,838 $12.3 Billion
Q2 2023 Jul 21, 2023	BUY	$46.28 - $46.83 $1.11 Million - $1.12 Million	23,909 Added 7.79%	330,779 $15.3 Billion
Q1 2023 Apr 26, 2023	BUY	$46.1 - $46.75 $849,392 - $861,368	18,425 Added 6.39%	306,870 $14.3 Billion
Q4 2022 Jan 27, 2023	BUY	$45.19 - $46.47 $13 Million - $13.4 Million	288,445 New	288,445 $13.3 Billion

Others Institutions Holding DFSD

# of Institutions

329

Shares Held

65.9M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR SHORT DURAT

Ticker DFSD
Sector ETFs
Industry ETFs

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Rcs Financial Planning, LLC Dimensional ETF Tr Short Durat Transaction History