Assured Partners Investment Advisors, LLC Dimensional ETF Tr Short Durat Transaction History

Assured Partners Investment Advisors, LLC

  • $518 Billion
  • Q1 2025

A detailed history of Assured Partners Investment Advisors, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Assured Partners Investment Advisors, LLC holds 144,810 shares of DFSD stock, worth $6.91 Million. This represents 1.33% of its overall portfolio holdings.

Number of Shares
144,810
Previous 134,557 7.62%
Holding current value
$6.91 Million
Previous $6.31 Billion 9.09%
% of portfolio
1.33%
Previous 1.23%

Shares

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

Apr 22, 2025
BUY
$46.74 - $47.55 $479,225 - $487,530
10,253 Added 7.62%
144,810 $6.88 Billion
Q4 2024

Feb 12, 2025
BUY
$46.75 - $47.8 $6.29 Million - $6.43 Million
134,557 New
134,557 $6.31 Billion

Others Institutions Holding DFSD

# of Institutions
338
Shares Held
68.3M
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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