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

Beta Wealth Group, Inc.

  • $199 Million
  • Q1 2025

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 87,320 shares of DFSD stock, worth $4.21 Million. This represents 2.09% of its overall portfolio holdings.

Number of Shares
87,320
Previous 99,549 12.28%
Holding current value
$4.21 Million
Previous $4.67 Million 11.08%
% of portfolio
2.09%
Previous 2.27%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 08, 2025
SELL
$46.74 - $47.55 $571,583 - $581,488
-12,229 Reduced 12.28%
87,320 $4.15 Million
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
358
Shares Held
74.2M
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
Track This Portfolio

Track Beta Wealth Group, Inc. Portfolio

Follow Beta Wealth Group, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Beta Wealth Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Beta Wealth Group, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email