A detailed history of Burney CO transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Burney CO holds 150,144 shares of DFSD stock, worth $7.11 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares
150,144
Previous 260,229 42.3%
Holding current value
$7.11 Million
Previous $12.2 Million 41.4%
% of portfolio
0.28%
Previous 0.52%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024

SELL
$47.0 - $47.84 $5.17 Million - $5.27 Million
-110,085 Reduced 42.3%
150,144 $7.17 Million
Q2 2024

Jul 29, 2024

SELL
$46.64 - $47.15 $6.41 Million - $6.48 Million
-137,431 Reduced 34.56%
260,229 $12.2 Million
Q1 2024

May 22, 2024

SELL
$46.78 - $47.19 $4.82 Million - $4.87 Million
-103,102 Reduced 20.59%
397,660 $18.7 Million
Q4 2023

Feb 12, 2024

SELL
$46.16 - $47.09 $4.81 Million - $4.9 Million
-104,135 Reduced 17.22%
500,762 $23.5 Million
Q3 2023

Nov 08, 2023

BUY
$46.24 - $46.65 $1.13 Million - $1.14 Million
24,344 Added 4.19%
604,897 $28.1 Million
Q2 2023

Aug 09, 2023

BUY
$46.28 - $46.83 $1.44 Million - $1.46 Million
31,102 Added 5.66%
580,553 $26.9 Million
Q1 2023

May 10, 2023

BUY
$46.1 - $46.75 $25.3 Million - $25.7 Million
549,451 New
549,451 $25.6 Million

Others Institutions Holding DFSD

About DIMENSIONAL ETF TR SHORT DURAT


  • Ticker DFSD
  • Sector ETFs
  • Industry ETFs
More about DFSD
Track This Portfolio

Track Burney CO Portfolio

Follow Burney CO 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 Burney CO, based on Form 13F filings with the SEC.

News

Stay updated on Burney CO with notifications on news.