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

Beta Wealth Group, Inc.

  • $189 Million
  • Q1 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 84,819 shares of DFSD stock, worth $3.99 Million. This represents 2.11% of its overall portfolio holdings.

Number of Shares
84,819
Holding current value
$3.99 Million
% of portfolio
2.11%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$45.49 - $46.47 $23,154 - $23,653
509 Added 3.28%
16,017 $738,000
Q3 2022

Nov 01, 2022
SELL
$45.88 - $47.51 $47,990 - $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
222
Shares Held
34.8M
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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