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

Diversify Wealth Management, LLC

  • $1.04 Trillion
  • Q3 2024

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 91,324 shares of DFSD stock, worth $4.31 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares
91,324
Previous 102,106 10.56%
Holding current value
$4.31 Million
Previous $4.84 Billion 10.89%
% of portfolio
0.42%
Previous 0.6%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
257
Shares Held
44.4M
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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