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

Fin Dec Wealth Services, Inc.

$158 Billion
Q2 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 173,227 shares of DFSD stock, worth $8.25 Million. This represents 5.14% of its overall portfolio holdings.

Number of Shares

173,227

Previous 121,176 42.95%

Holding current value

$8.25 Million

Previous $5.7 Billion 42.83%

% of portfolio

5.14%

Previous 3.58%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

251

Shares Held

42.9M

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