A detailed history of Atria Wealth Solutions, Inc. transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 18,086 shares of DFSD stock, worth $856,372. This represents 0.01% of its overall portfolio holdings.

Number of Shares
18,086
Previous 13,938 29.76%
Holding current value
$856,372
Previous $655,000 29.77%
% of portfolio
0.01%
Previous 0.01%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 22, 2024

BUY
$46.64 - $47.15 $193,462 - $195,578
4,148 Added 29.76%
18,086 $850,000
Q1 2024

May 13, 2024

SELL
$46.78 - $47.19 $24,840 - $25,057
-531 Reduced 3.67%
13,938 $655,000
Q4 2023

Feb 02, 2024

SELL
$46.16 - $47.09 $2,631 - $2,684
-57 Reduced 0.39%
14,469 $680,000
Q3 2023

Nov 08, 2023

SELL
$46.24 - $46.65 $16,415 - $16,560
-355 Reduced 2.39%
14,526 $673,000
Q2 2023

Aug 03, 2023

SELL
$46.28 - $46.83 $1.46 Million - $1.47 Million
-31,488 Reduced 67.91%
14,881 $689,000
Q1 2023

Aug 22, 2023

BUY
$46.1 - $46.75 $1.78 Million - $1.8 Million
38,599 Added 259.38%
53,480 $2.5 Million
Q1 2023

Jun 14, 2023

SELL
$46.1 - $46.75 $327,817 - $332,439
-7,111 Reduced 13.3%
46,369 $2.16 Million
Q1 2023

May 10, 2023

BUY
$46.1 - $46.75 $327,817 - $332,439
7,111 Added 15.34%
53,480 $2.5 Million
Q4 2022

Aug 30, 2023

BUY
$45.19 - $46.47 $1.42 Million - $1.46 Million
31,488 Added 211.6%
46,369 $2.14 Million
Q4 2022

Feb 13, 2023

BUY
$45.19 - $46.47 $160,650 - $165,200
3,555 Added 8.3%
46,369 $2.14 Million
Q3 2022

Nov 14, 2022

BUY
$45.55 - $47.51 $1.57 Million - $1.64 Million
34,552 Added 418.2%
42,814 $1.97 Million
Q2 2022

Aug 15, 2022

BUY
$46.22 - $47.82 $381,869 - $395,088
8,262 New
8,262 $387,000

Others Institutions Holding DFSD

About DIMENSIONAL ETF TR SHORT DURAT


  • Ticker DFSD
  • Sector ETFs
  • Industry ETFs
More about DFSD
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