Bos Asset Management, LLC Dimensional ETF Tr Short Durat Transaction History

Bos Asset Management, LLC

$279 Billion
Q4 2024

A detailed history of Bos Asset Management, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Bos Asset Management, LLC holds 35,170 shares of DFSD stock, worth $1.67 Million. This represents 0.59% of its overall portfolio holdings.

Number of Shares

35,170

Previous 31,131 12.97%

Holding current value

$1.67 Million

Previous $1.49 Billion 10.94%

% of portfolio

0.59%

Previous 0.55%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$46.75 - $47.8 $188,823 - $193,064	4,039 Added 12.97%	35,170 $1.65 Billion
Q3 2024 Oct 16, 2024	BUY	$47.0 - $47.84 $279,838 - $284,839	5,954 Added 23.65%	31,131 $1.49 Billion
Q2 2024 Jul 30, 2024	SELL	$46.64 - $47.15 $65,109 - $65,821	-1,396 Reduced 5.25%	25,177 $1.18 Billion
Q1 2024 May 07, 2024	BUY	$46.78 - $47.19 $775,939 - $782,740	16,587 Added 166.1%	26,573 $1.25 Billion
Q4 2023 Feb 14, 2024	BUY	$46.16 - $47.09 $27,372 - $27,924	593 Added 6.31%	9,986 $469 Million
Q3 2023 Nov 14, 2023	BUY	$46.24 - $46.65 $434,332 - $438,183	9,393 New	9,393 $436 Million

Others Institutions Holding DFSD

# of Institutions

332

Shares Held

66M

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 Bos Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bos Asset Management, LLC with notifications on news.

Account

Bos Asset Management, LLC Dimensional ETF Tr Short Durat Transaction History