Delap Wealth Advisory, LLC Dimensional ETF Tr Short Durat Transaction History

Delap Wealth Advisory, LLC

  • $158 Billion
  • Q3 2024

A detailed history of Delap Wealth Advisory, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Delap Wealth Advisory, LLC holds 46,920 shares of DFSD stock, worth $2.2 Million. This represents 1.42% of its overall portfolio holdings.

Number of Shares
46,920
Previous 59,792 21.53%
Holding current value
$2.2 Million
Previous $2.81 Billion 20.29%
% of portfolio
1.42%
Previous 1.29%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
SELL
$47.0 - $47.84 $604,984 - $615,796
-12,872 Reduced 21.53%
46,920 $2.24 Billion
Q2 2024

Aug 13, 2024
BUY
$46.64 - $47.15 $1.56 Million - $1.58 Million
33,528 Added 127.66%
59,792 $2.81 Billion
Q1 2024

May 14, 2024
BUY
$46.78 - $47.19 $673,772 - $679,677
14,403 Added 121.43%
26,264 $1.24 Billion
Q4 2023

Feb 14, 2024
BUY
$46.16 - $47.09 $547,503 - $558,534
11,861 New
11,861 $558 Million

Others Institutions Holding DFSD

# of Institutions
260
Shares Held
49.1M
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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