Better Wealth, LLC Dimensional ETF Tr Short Durat Transaction History

Better Wealth, LLC

$330 Million
Q3 2024

A detailed history of Better Wealth, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Better Wealth, LLC holds 18,912 shares of DFSD stock, worth $890,755. This represents 0.27% of its overall portfolio holdings.

Number of Shares

18,912

Holding current value

$890,755

% of portfolio

0.27%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 22, 2024	BUY	$47.0 - $47.84 $888,864 - $904,750	18,912 New	18,912 $902,000
Q4 2023 Jan 23, 2024	BUY	$46.16 - $47.09 $319,796 - $326,239	6,928 New	6,928 $325,000

Others Institutions Holding DFSD

# of Institutions

260

Shares Held

49M

Call Options Held

Put Options Held

Resources Investment Advisors, Llc. Overland Park, KS

2.39M
Shares

$113 Million
1.35% of portfolio
Beaird Harris Wealth Management, LLC Dallas, TX

2.37M
Shares

$112 Million
11.04% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

2.08M
Shares

$97.9 Million
1.09% of portfolio
Buckingham Strategic Partners Saint Louis, MO

2.02M
Shares

$95.3 Million
2.21% of portfolio
Planning Center, Inc.

2.01M
Shares

$94.8 Million
16.23% of portfolio

View Full List

About DIMENSIONAL ETF TR SHORT DURAT

Ticker DFSD
Sector ETFs
Industry ETFs

More about DFSD

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