Geometric Wealth Advisors Dimensional ETF Tr Short Durat Transaction History

Geometric Wealth Advisors

$518 Million
Q3 2024

A detailed history of Geometric Wealth Advisors transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Geometric Wealth Advisors holds 10,976 shares of DFSD stock, worth $517,737. This represents 0.1% of its overall portfolio holdings.

Number of Shares

10,976

Previous 12,518 12.32%

Holding current value

$517,737

Previous $588,000 11.05%

% of portfolio

0.1%

Previous 0.12%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	SELL	$47.0 - $47.84 $72,474 - $73,769	-1,542 Reduced 12.32%	10,976 $523,000
Q2 2024 Aug 13, 2024	BUY	$46.64 - $47.15 $76,722 - $77,561	1,645 Added 15.13%	12,518 $588,000
Q1 2024 May 07, 2024	BUY	$46.78 - $47.19 $104,833 - $105,752	2,241 Added 25.96%	10,873 $511,000
Q4 2023 Jan 18, 2024	BUY	$46.16 - $47.09 $398,453 - $406,480	8,632 New	8,632 $405,000
Q2 2023 Jul 17, 2023	BUY	$46.28 - $46.83 $1,851 - $1,873	40 Added 0.82%	4,913 $227,000
Q1 2023 May 01, 2023	SELL	$46.1 - $46.75 $84,685 - $85,879	-1,837 Reduced 27.38%	4,873 $227,000
Q4 2022 Jan 09, 2023	BUY	$45.19 - $46.47 $8,992 - $9,247	199 Added 3.06%	6,710 $0
Q3 2022 Oct 11, 2022	BUY	$45.55 - $47.51 $65,592 - $68,414	1,440 Added 28.4%	6,511 $300,000
Q2 2022 Jul 20, 2022	BUY	$46.22 - $47.82 $234,381 - $242,495	5,071 New	5,071 $238,000

Others Institutions Holding DFSD

# of Institutions

281

Shares Held

53.8M

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 Geometric Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Geometric Wealth Advisors with notifications on news.

Account

Geometric Wealth Advisors Dimensional ETF Tr Short Durat Transaction History