Great Waters Wealth Management Dimensional ETF Tr Short Durat Transaction History

Great Waters Wealth Management

$655 Billion
Q2 2024

A detailed history of Great Waters Wealth Management transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Great Waters Wealth Management holds 956,929 shares of DFSD stock, worth $45.6 Million. This represents 6.87% of its overall portfolio holdings.

Number of Shares

956,929

Previous 800,080 19.6%

Holding current value

$45.6 Million

Previous $37.6 Billion 19.5%

% of portfolio

6.87%

Previous 6.15%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 08, 2024	BUY	$46.64 - $47.15 $7.32 Million - $7.4 Million	156,849 Added 19.6%	956,929 $45 Billion
Q1 2024 Apr 08, 2024	BUY	$46.78 - $47.19 $7.27 Million - $7.33 Million	155,371 Added 24.1%	800,080 $37.6 Billion
Q4 2023 Jan 19, 2024	BUY	$46.16 - $47.09 $1.08 Million - $1.11 Million	23,468 Added 3.78%	644,709 $30.2 Billion
Q3 2023 Oct 11, 2023	BUY	$46.24 - $46.65 $4.39 Million - $4.43 Million	94,917 Added 18.03%	621,241 $28.8 Billion
Q2 2023 Jul 07, 2023	BUY	$46.28 - $46.83 $4.11 Million - $4.16 Million	88,826 Added 20.3%	526,324 $24.4 Billion
Q1 2023 Apr 25, 2023	BUY	$46.1 - $46.75 $5.13 Million - $5.2 Million	111,237 Added 34.09%	437,498 $20.4 Billion
Q4 2022 Feb 03, 2023	BUY	$45.49 - $46.47 $14.8 Million - $15.2 Million	326,261 New	326,261 $15.2 Billion

Others Institutions Holding DFSD

# of Institutions

251

Shares Held

42.7M

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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Great Waters Wealth Management Dimensional ETF Tr Short Durat Transaction History