Bcu Wealth Advisors, LLC Dimensional ETF Tr Short Durat Transaction History

Bcu Wealth Advisors, LLC

$175 Billion
Q4 2024

A detailed history of Bcu Wealth Advisors, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Bcu Wealth Advisors, LLC holds 259,994 shares of DFSD stock, worth $12.3 Million. This represents 6.96% of its overall portfolio holdings.

Number of Shares

259,994

Previous 217,683 19.44%

Holding current value

$12.3 Million

Previous $10.4 Billion 17.29%

% of portfolio

6.96%

Previous 6.19%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$46.75 - $47.8 $1.98 Million - $2.02 Million	42,311 Added 19.44%	259,994 $12.2 Billion
Q3 2024 Nov 07, 2024	BUY	$47.0 - $47.84 $1.3 Million - $1.32 Million	27,583 Added 14.51%	217,683 $10.4 Billion
Q2 2024 Aug 01, 2024	BUY	$46.64 - $47.15 $1.27 Million - $1.28 Million	27,146 Added 16.66%	190,100 $8.93 Billion
Q1 2024 May 03, 2024	BUY	$46.78 - $47.19 $1.32 Million - $1.34 Million	28,300 Added 21.02%	162,954 $7.67 Billion
Q4 2023 Feb 09, 2024	BUY	$46.16 - $47.09 $6.22 Million - $6.34 Million	134,654 New	134,654 $6.33 Billion

Others Institutions Holding DFSD

# of Institutions

281

Shares Held

53.8M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR SHORT DURAT

Ticker DFSD
Sector ETFs
Industry ETFs

More about DFSD

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Bcu Wealth Advisors, LLC Dimensional ETF Tr Short Durat Transaction History