Vestia Personal Wealth Advisors Dimensional ETF Tr Short Durat Transaction History

Vestia Personal Wealth Advisors

  • $121 Billion
  • Q4 2024

A detailed history of Vestia Personal Wealth Advisors transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Vestia Personal Wealth Advisors holds 20,004 shares of DFSD stock, worth $944,588. This represents 0.77% of its overall portfolio holdings.

Number of Shares
20,004
Previous 19,072 4.89%
Holding current value
$944,588
Previous $911 Million 2.98%
% of portfolio
0.77%
Previous 0.86%

Shares

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

Jan 27, 2025
BUY
$46.75 - $47.8 $43,571 - $44,549
932 Added 4.89%
20,004 $938 Million
Q3 2024

Nov 04, 2024
BUY
$47.0 - $47.84 $201,583 - $205,185
4,289 Added 29.01%
19,072 $911 Million
Q2 2024

Aug 09, 2024
BUY
$46.64 - $47.15 $689,479 - $697,018
14,783 New
14,783 $695 Million

Others Institutions Holding DFSD

# of Institutions
328
Shares Held
65.8M
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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