Ae Wealth Management LLC Dimensional ETF Tr Short Durat Transaction History

Ae Wealth Management LLC

$9.76 Billion
Q3 2024

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 4,195 shares of DFSD stock, worth $197,584. This represents 0.0% of its overall portfolio holdings.

Number of Shares

4,195

Holding current value

$197,584

% of portfolio

0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

260

Shares Held

49M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR SHORT DURAT

Ticker DFSD
Sector ETFs
Industry ETFs

More about DFSD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ae Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ae Wealth Management LLC with notifications on news.

Account

Ae Wealth Management LLC Dimensional ETF Tr Short Durat Transaction History