Ae Wealth Management LLC Dimensional ETF Tr Short Durat Transaction History

Ae Wealth Management LLC

  • $10.4 Billion
  • Q1 2025

A detailed history of Ae Wealth Management LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Ae Wealth Management LLC holds 3,759 shares of DFSD stock, worth $179,379. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,759
Previous 3,853 2.44%
Holding current value
$179,379
Previous $180,000 1.11%
% of portfolio
0.0%
Previous 0.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 06, 2025
SELL
$46.74 - $47.55 $4,393 - $4,469
-94 Reduced 2.44%
3,759 $178,000
Q4 2024

Feb 13, 2025
SELL
$46.75 - $47.8 $15,988 - $16,347
-342 Reduced 8.15%
3,853 $180,000
Q3 2024

Nov 14, 2024
BUY
$47.0 - $47.84 $197,165 - $200,688
4,195 New
4,195 $200,000
Q1 2024

May 15, 2024
SELL
$46.78 - $47.19 $8 Million - $8.07 Million
-171,027 Reduced 97.16%
5,000 $235,000
Q4 2023

Feb 14, 2024
BUY
$46.16 - $47.09 $4.84 Million - $4.94 Million
104,941 Added 147.63%
176,027 $8.28 Million
Q3 2023

Oct 11, 2023
BUY
$46.24 - $46.65 $165,770 - $167,240
3,585 Added 5.31%
71,086 $3.3 Million
Q2 2023

Jul 10, 2023
BUY
$46.28 - $46.83 $1.13 Million - $1.15 Million
24,455 Added 56.81%
67,501 $3.13 Million
Q1 2023

Apr 14, 2023
SELL
$46.1 - $46.75 $55,919 - $56,707
-1,213 Reduced 2.74%
43,046 $2.01 Million
Q4 2022

Jan 31, 2023
SELL
$45.19 - $46.47 $78,404 - $80,625
-1,735 Reduced 3.77%
44,259 $2.04 Million
Q3 2022

Oct 25, 2022
SELL
$45.55 - $47.51 $24,642 - $25,702
-541 Reduced 1.16%
45,994 $2.12 Million
Q2 2022

Aug 03, 2022
BUY
$46.22 - $47.82 $2.15 Million - $2.23 Million
46,535 New
46,535 $2.18 Million

Others Institutions Holding DFSD

# of Institutions
352
Shares Held
67.9M
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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