Firethorn Wealth Partners, LLC Dimensional ETF Tr Short Durat Transaction History

Firethorn Wealth Partners, LLC

  • $169 Million
  • Q2 2024

A detailed history of Firethorn Wealth Partners, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Firethorn Wealth Partners, LLC holds 15,541 shares of DFSD stock, worth $741,771. This represents 0.43% of its overall portfolio holdings.

Number of Shares
15,541
Previous 13,858 12.14%
Holding current value
$741,771
Previous $651,000 12.14%
% of portfolio
0.43%
Previous 0.4%

Shares

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

Jul 25, 2024
BUY
$46.64 - $47.15 $78,495 - $79,353
1,683 Added 12.14%
15,541 $730,000
Q1 2024

Apr 16, 2024
SELL
$46.78 - $47.19 $102,261 - $103,157
-2,186 Reduced 13.63%
13,858 $651,000
Q4 2023

Jan 25, 2024
SELL
$46.16 - $47.09 $70,947 - $72,377
-1,537 Reduced 8.74%
16,044 $754,000
Q3 2023

Oct 17, 2023
BUY
$46.24 - $46.65 $77,359 - $78,045
1,673 Added 10.52%
17,581 $815,000
Q2 2023

Aug 01, 2023
BUY
$46.28 - $46.83 $41,096 - $41,585
888 Added 5.91%
15,908 $737,000
Q1 2023

May 02, 2023
BUY
$46.1 - $46.75 $126,821 - $128,609
2,751 Added 22.42%
15,020 $700,000
Q4 2022

Feb 07, 2023
BUY
$45.19 - $46.47 $39,270 - $40,382
869 Added 7.62%
12,269 $565,000
Q3 2022

Oct 18, 2022
BUY
$45.55 - $47.51 $65,500 - $68,319
1,438 Added 14.43%
11,400 $524,000
Q2 2022

Aug 03, 2022
BUY
$46.22 - $47.82 $460,443 - $476,382
9,962 New
9,962 $473,000

Others Institutions Holding DFSD

# of Institutions
251
Shares Held
42.9M
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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