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

Bcu Wealth Advisors, LLC

$192 Billion
Q1 2025

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 271,479 shares of DFSD stock, worth $13 Million. This represents 6.71% of its overall portfolio holdings.

Number of Shares

271,479

Previous 259,994 4.42%

Holding current value

$13 Million

Previous $12.2 Billion 5.84%

% of portfolio

6.71%

Previous 6.96%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 17, 2025	BUY	$46.74 - $47.55 $536,808 - $546,111	11,485 Added 4.42%	271,479 $12.9 Billion
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

338

Shares Held

68.3M

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 Bcu Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bcu Wealth Advisors, LLC with notifications on news.

Account

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