Beta Wealth Group, Inc. Dimensional ETF Tr Short Durat Transaction History

Beta Wealth Group, Inc.

$206 Million
Q4 2024

A detailed history of Beta Wealth Group, Inc. transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Beta Wealth Group, Inc. holds 99,549 shares of DFSD stock, worth $4.73 Million. This represents 2.27% of its overall portfolio holdings.

Number of Shares

99,549

Previous 91,363 8.96%

Holding current value

$4.73 Million

Previous $4.36 Million 6.99%

% of portfolio

2.27%

Previous 2.15%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$46.75 - $47.8 $382,695 - $391,290	8,186 Added 8.96%	99,549 $4.67 Million
Q3 2024 Nov 01, 2024	SELL	$47.0 - $47.84 $126,242 - $128,498	-2,686 Reduced 2.86%	91,363 $4.36 Million
Q2 2024 Aug 12, 2024	BUY	$46.64 - $47.15 $430,487 - $435,194	9,230 Added 10.88%	94,049 $4.42 Million
Q1 2024 May 14, 2024	BUY	$46.78 - $47.19 $3.97 Million - $4 Million	84,819 New	84,819 $3.99 Million
Q4 2022 Feb 10, 2023	BUY	$45.19 - $46.47 $23,001 - $23,653	509 Added 3.28%	16,017 $738,000
Q3 2022 Nov 01, 2022	SELL	$45.55 - $47.51 $47,645 - $49,695	-1,046 Reduced 6.32%	15,508 $713,000
Q2 2022 Aug 05, 2022	SELL	$46.22 - $47.82 $383,949 - $397,240	-8,307 Reduced 33.41%	16,554 $776,000
Q1 2022 May 12, 2022	BUY	$47.69 - $49.94 $1.19 Million - $1.24 Million	24,861 New	24,861 $1.19 Million

Others Institutions Holding DFSD

# of Institutions

331

Shares Held

66.7M

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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Beta Wealth Group, Inc. Dimensional ETF Tr Short Durat Transaction History