Client 1 St Advisory Group, LLC Dimensional ETF Tr Short Durat Transaction History

Client 1 St Advisory Group, LLC

$256 Million
Q4 2024

A detailed history of Client 1 St Advisory Group, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Client 1 St Advisory Group, LLC holds 292,358 shares of DFSD stock, worth $13.8 Million. This represents 5.35% of its overall portfolio holdings.

Number of Shares

292,358

Previous 266,241 9.81%

Holding current value

$13.8 Million

Previous $12.5 Million 9.53%

% of portfolio

5.35%

Previous 5.44%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	BUY	$46.75 - $47.8 $1.22 Million - $1.25 Million	26,117 Added 9.81%	292,358 $13.7 Million
Q2 2024 Aug 08, 2024	BUY	$46.64 - $47.15 $2.04 Million - $2.06 Million	43,737 Added 19.66%	266,241 $12.5 Million
Q1 2024 May 09, 2024	BUY	$46.78 - $47.19 $615,157 - $620,548	13,150 Added 6.28%	222,504 $10.5 Million
Q4 2023 Feb 13, 2024	BUY	$46.16 - $47.09 $3.42 Million - $3.49 Million	74,136 Added 54.83%	209,354 $9.84 Million
Q3 2023 Nov 14, 2023	BUY	$46.24 - $46.65 $3.53 Million - $3.56 Million	76,264 Added 129.36%	135,218 $6.27 Million
Q2 2023 Aug 14, 2023	BUY	$46.28 - $46.83 $2.73 Million - $2.76 Million	58,954 New	58,954 $2.73 Million

Others Institutions Holding DFSD

# of Institutions

282

Shares Held

54.2M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR SHORT DURAT

Ticker DFSD
Sector ETFs
Industry ETFs

More about DFSD

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Client 1 St Advisory Group, LLC Dimensional ETF Tr Short Durat Transaction History