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

Creative One Wealth, LLC

$3 Billion
Q4 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 84,715 shares of DFSD stock, worth $4.03 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

84,715

Previous 68,553 23.58%

Holding current value

$4.03 Million

Previous $3.27 Million 21.36%

% of portfolio

0.13%

Previous 0.12%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$46.75 - $47.8 $755,573 - $772,543	16,162 Added 23.58%	84,715 $3.97 Million
Q3 2024 Nov 13, 2024	BUY	$47.0 - $47.84 $2.89 Million - $2.94 Million	61,432 Added 862.69%	68,553 $3.27 Million
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

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 Creative One Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Creative One Wealth, LLC with notifications on news.

Account

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