Creative One Wealth, LLC Dimensional ETF Tr Short Durat Transaction History

Creative One Wealth, LLC

  • $1.97 Billion
  • Q2 2024

A detailed history of Creative One Wealth, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Creative One Wealth, LLC holds 7,121 shares of DFSD stock, worth $339,671. This represents 0.02% of its overall portfolio holdings.

Number of Shares
7,121
Previous 15,897 55.21%
Holding current value
$339,671
Previous $748,000 55.21%
% of portfolio
0.02%
Previous 0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024
SELL
$46.64 - $47.15 $409,312 - $413,788
-8,776 Reduced 55.21%
7,121 $335,000
Q1 2024

May 14, 2024
BUY
$46.78 - $47.19 $743,661 - $750,179
15,897 New
15,897 $748,000
Q2 2023

Aug 16, 2023
BUY
$46.28 - $46.83 $88,441 - $89,492
1,911 Added 17.48%
12,845 $595,000
Q2 2023

Aug 14, 2023
BUY
$46.28 - $46.83 $139,719 - $141,379
3,019 Added 38.14%
10,934 $507,000
Q1 2023

May 15, 2023
BUY
$46.1 - $46.75 $364,881 - $370,026
7,915 New
7,915 $369,000

Others Institutions Holding DFSD

# of Institutions
251
Shares Held
42.7M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR SHORT DURAT

DFSD Quotes by TradingView
  • Ticker DFSD
  • Sector ETFs
  • Industry ETFs
More about DFSD
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