Diversify Wealth Management, LLC Dimensional ETF Tr Short Durat Transaction History

Diversify Wealth Management, LLC

  • $1.35 Trillion
  • Q1 2025

A detailed history of Diversify Wealth Management, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 84,211 shares of DFSD stock, worth $4.02 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares
84,211
Previous 89,010 5.39%
Holding current value
$4.02 Million
Previous $4.16 Billion 3.43%
% of portfolio
0.3%
Previous 0.32%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 30, 2025
SELL
$46.74 - $47.55 $224,305 - $228,192
-4,799 Reduced 5.39%
84,211 $4.02 Billion
Q4 2024

Jan 16, 2025
SELL
$46.75 - $47.8 $108,179 - $110,609
-2,314 Reduced 2.53%
89,010 $4.16 Billion
Q3 2024

Oct 25, 2024
SELL
$47.0 - $47.84 $506,754 - $515,810
-10,782 Reduced 10.56%
91,324 $4.32 Billion
Q2 2024

Aug 08, 2024
BUY
$46.64 - $47.15 $4.76 Million - $4.81 Million
102,106 New
102,106 $4.84 Billion

Others Institutions Holding DFSD

# of Institutions
353
Shares Held
68M
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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