Copperleaf Capital, LLC Dimensional ETF Tr Short Durat Transaction History

Copperleaf Capital, LLC

$123 Million
Q4 2024

A detailed history of Copperleaf Capital, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Copperleaf Capital, LLC holds 19,896 shares of DFSD stock, worth $938,494. This represents 0.76% of its overall portfolio holdings.

Number of Shares

19,896

Previous 15,106 31.71%

Holding current value

$938,494

Previous $721,000 29.26%

% of portfolio

0.76%

Previous 0.63%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$46.75 - $47.8 $223,932 - $228,962	4,790 Added 31.71%	19,896 $932,000
Q3 2024 Nov 14, 2024	BUY	$47.0 - $47.84 $211,265 - $215,040	4,495 Added 42.36%	15,106 $721,000
Q2 2024 Aug 13, 2024	BUY	$46.64 - $47.15 $54,242 - $54,835	1,163 Added 12.31%	10,611 $498,000
Q1 2024 May 14, 2024	SELL	$46.78 - $47.19 $427,194 - $430,939	-9,132 Reduced 49.15%	9,448 $444,000
Q3 2023 Nov 13, 2023	BUY	$46.24 - $46.65 $174,556 - $176,103	3,775 Added 25.5%	18,580 $861,000
Q2 2023 Aug 11, 2023	BUY	$46.28 - $46.83 $685,175 - $693,318	14,805 New	14,805 $686,000

Others Institutions Holding DFSD

# of Institutions

292

Shares Held

54.8M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR SHORT DURAT

Ticker DFSD
Sector ETFs
Industry ETFs

More about DFSD

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Copperleaf Capital, LLC Dimensional ETF Tr Short Durat Transaction History