Graves Light Lenhart Wealth, Inc. Dimensional ETF Tr Short Durat Transaction History

Graves Light Lenhart Wealth, Inc.

  • $810 Million
  • Q3 2024

A detailed history of Graves Light Lenhart Wealth, Inc. transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Graves Light Lenhart Wealth, Inc. holds 79,950 shares of DFSD stock, worth $3.77 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares
79,950
Previous 112,964 29.23%
Holding current value
$3.77 Million
Previous $5.31 Million 28.12%
% of portfolio
0.47%
Previous 0.61%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
SELL
$47.0 - $47.84 $1.55 Million - $1.58 Million
-33,014 Reduced 29.23%
79,950 $3.82 Million
Q2 2024

Aug 14, 2024
BUY
$46.64 - $47.15 $6,716 - $6,789
144 Added 0.13%
112,964 $5.31 Million
Q1 2024

May 13, 2024
SELL
$46.78 - $47.19 $53,329 - $53,796
-1,140 Reduced 1.0%
112,820 $5.31 Million
Q4 2023

Feb 09, 2024
BUY
$46.16 - $47.09 $74,086 - $75,579
1,605 Added 1.43%
113,960 $5.36 Million
Q3 2023

Nov 13, 2023
SELL
$46.24 - $46.65 $806,425 - $813,576
-17,440 Reduced 13.44%
112,355 $5.21 Million
Q2 2023

Aug 14, 2023
BUY
$46.28 - $46.83 $55,026 - $55,680
1,189 Added 0.92%
129,795 $6.02 Million
Q1 2023

May 15, 2023
SELL
$46.1 - $46.75 $577,817 - $585,964
-12,534 Reduced 8.88%
128,606 $6 Million
Q4 2022

Feb 14, 2023
BUY
$45.19 - $46.47 $6.38 Million - $6.56 Million
141,140 New
141,140 $6.51 Million

Others Institutions Holding DFSD

# of Institutions
260
Shares Held
49M
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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