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

Creative One Wealth, LLC

$2.76 Billion
Q3 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 68,553 shares of DFSD stock, worth $3.23 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

68,553

Previous 7,121 862.69%

Holding current value

$3.23 Million

Previous $335,000 876.72%

% of portfolio

0.12%

Previous 0.02%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

260

Shares Held

49M

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