A detailed history of Ever Source Wealth Advisors, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 24,588 shares of DFSD stock, worth $1.16 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
24,588
Previous 25,452 3.39%
Holding current value
$1.16 Million
Previous $1.2 Million 3.51%
% of portfolio
0.08%
Previous 0.1%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

SELL
$46.64 - $47.15 $40,296 - $40,737
-864 Reduced 3.39%
24,588 $1.16 Million
Q1 2024

Jun 11, 2024

SELL
$46.78 - $47.19 $607,251 - $612,573
-12,981 Reduced 33.78%
25,452 $1.2 Million
Q4 2023

Feb 09, 2024

BUY
$46.16 - $47.09 $120,431 - $122,857
2,609 Added 7.28%
38,433 $1.81 Million
Q3 2023

Nov 03, 2023

BUY
$46.24 - $46.65 $299,588 - $302,245
6,479 Added 22.08%
35,824 $1.66 Million
Q2 2023

Aug 04, 2023

BUY
$46.28 - $46.83 $637,460 - $645,036
13,774 Added 88.46%
29,345 $1.36 Million
Q1 2023

May 11, 2023

BUY
$46.1 - $46.75 $79,061 - $80,176
1,715 Added 12.38%
15,571 $726,000
Q4 2022

Feb 09, 2023

BUY
$45.19 - $46.47 $35,564 - $36,571
787 Added 6.02%
13,856 $638,000
Q3 2022

Nov 07, 2022

BUY
$45.55 - $47.51 $257,585 - $268,669
5,655 Added 76.27%
13,069 $601,000
Q2 2022

Aug 01, 2022

BUY
$46.22 - $47.82 $342,675 - $354,537
7,414 New
7,414 $347,000

Others Institutions Holding DFSD

About DIMENSIONAL ETF TR SHORT DURAT


  • Ticker DFSD
  • Sector ETFs
  • Industry ETFs
More about DFSD
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