Diversify Wealth Management, LLC Dimensional ETF Tr Short Durat Transaction History

Diversify Wealth Management, LLC

  • $1.28 Trillion
  • Q4 2024

A detailed history of Diversify Wealth Management, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 89,010 shares of DFSD stock, worth $4.2 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares
89,010
Previous 91,324 2.53%
Holding current value
$4.2 Million
Previous $4.32 Billion 3.64%
% of portfolio
0.32%
Previous 0.42%

Shares

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

Jan 16, 2025
SELL
$46.75 - $47.8 $108,179 - $110,609
-2,314 Reduced 2.53%
89,010 $4.16 Billion
Q3 2024

Oct 25, 2024
SELL
$47.0 - $47.84 $506,754 - $515,810
-10,782 Reduced 10.56%
91,324 $4.32 Billion
Q2 2024

Aug 08, 2024
BUY
$46.64 - $47.15 $4.76 Million - $4.81 Million
102,106 New
102,106 $4.84 Billion

Others Institutions Holding DFSD

# of Institutions
281
Shares Held
54.1M
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 Diversify Wealth Management, LLC Portfolio

Follow Diversify Wealth Management, 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 Diversify Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Diversify Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email