Fin Dec Wealth Services, Inc. Dimensional ETF Tr Short Durat Transaction History

Fin Dec Wealth Services, Inc.

$172 Billion
Q3 2024

A detailed history of Fin Dec Wealth Services, Inc. transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Fin Dec Wealth Services, Inc. holds 185,814 shares of DFSD stock, worth $8.76 Million. This represents 5.15% of its overall portfolio holdings.

Number of Shares

185,814

Previous 173,227 7.27%

Holding current value

$8.76 Million

Previous $8.14 Billion 8.96%

% of portfolio

5.15%

Previous 5.14%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$47.0 - $47.84 $591,589 - $602,162	12,587 Added 7.27%	185,814 $8.87 Billion
Q2 2024 Jul 17, 2024	BUY	$46.64 - $47.15 $2.43 Million - $2.45 Million	52,051 Added 42.95%	173,227 $8.14 Billion
Q1 2024 May 13, 2024	SELL	$46.78 - $47.19 $157,274 - $158,652	-3,362 Reduced 2.7%	121,176 $5.7 Billion
Q4 2023 Feb 07, 2024	BUY	$46.16 - $47.09 $144,711 - $147,627	3,135 Added 2.58%	124,538 $5.85 Billion
Q3 2023 Oct 19, 2023	BUY	$46.24 - $46.65 $28,160 - $28,409	609 Added 0.5%	121,403 $5.63 Billion
Q2 2023 Jul 19, 2023	BUY	$46.28 - $46.83 $425,590 - $430,648	9,196 Added 8.24%	120,794 $5.6 Billion
Q1 2023 May 10, 2023	BUY	$46.1 - $46.75 $586,069 - $594,332	12,713 Added 12.86%	111,598 $5.21 Billion
Q4 2022 Jan 25, 2023	BUY	$45.19 - $46.47 $4.47 Million - $4.6 Million	98,885 New	98,885 $4.56 Billion

Others Institutions Holding DFSD

# of Institutions

279

Shares Held

53M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR SHORT DURAT

Ticker DFSD
Sector ETFs
Industry ETFs

More about DFSD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Fin Dec Wealth Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Fin Dec Wealth Services, Inc. with notifications on news.

Account

Fin Dec Wealth Services, Inc. Dimensional ETF Tr Short Durat Transaction History