Disciplined Investments, LLC Dimensional ETF Tr Short Durat Transaction History

Disciplined Investments, LLC

$197 Million
Q4 2024

A detailed history of Disciplined Investments, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Disciplined Investments, LLC holds 105,203 shares of DFSD stock, worth $4.97 Million. This represents 2.5% of its overall portfolio holdings.

Number of Shares

105,203

Previous 92,612 13.6%

Holding current value

$4.97 Million

Previous $4.42 Million 11.54%

% of portfolio

2.5%

Previous 2.27%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	BUY	$46.75 - $47.8 $588,629 - $601,849	12,591 Added 13.6%	105,203 $4.93 Million
Q3 2024 Nov 04, 2024	BUY	$47.0 - $47.84 $1.99 Million - $2.02 Million	42,251 Added 83.9%	92,612 $4.42 Million
Q2 2024 Aug 09, 2024	BUY	$46.64 - $47.15 $631,179 - $638,080	13,533 Added 36.75%	50,361 $2.37 Million
Q1 2024 Apr 15, 2024	BUY	$46.78 - $47.19 $358,709 - $361,852	7,668 Added 26.3%	36,828 $1.73 Million
Q4 2023 Jan 12, 2024	BUY	$46.16 - $47.09 $993,040 - $1.01 Million	21,513 Added 281.33%	29,160 $1.37 Million
Q3 2023 Nov 14, 2023	BUY	$46.24 - $46.65 $251,869 - $254,102	5,447 Added 247.59%	7,647 $354,000
Q1 2023 May 10, 2023	BUY	$46.1 - $46.75 $19,961 - $20,242	433 Added 24.5%	2,200 $102,000
Q4 2022 Feb 01, 2023	BUY	$45.19 - $46.47 $79,850 - $82,112	1,767 New	1,767 $81,000

Others Institutions Holding DFSD

# of Institutions

282

Shares Held

54.2M

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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Disciplined Investments, LLC Dimensional ETF Tr Short Durat Transaction History