Hfg Wealth Management, LLC Dimensional ETF Tr Short Durat Transaction History

Hfg Wealth Management, LLC

  • $154 Billion
  • Q4 2024

A detailed history of Hfg Wealth Management, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Hfg Wealth Management, LLC holds 13,507 shares of DFSD stock, worth $635,099. This represents 0.42% of its overall portfolio holdings.

Number of Shares
13,507
Previous 13,005 3.86%
Holding current value
$635,099
Previous $611 Million 5.5%
% of portfolio
0.42%
Previous 0.39%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 13, 2025
BUY
$46.75 - $47.8 $23,468 - $23,995
502 Added 3.86%
13,507 $645 Million
Q2 2024

Aug 20, 2024
BUY
$46.64 - $47.15 $75,556 - $76,383
1,620 Added 14.23%
13,005 $611 Million
Q1 2024

Jun 27, 2024
SELL
$46.78 - $47.19 $845,361 - $852,770
-18,071 Reduced 61.35%
11,385 $536 Million
Q4 2023

Jun 27, 2024
BUY
$46.16 - $47.09 $887,102 - $904,975
19,218 Added 187.71%
29,456 $1.38 Billion
Q1 2023

Jun 27, 2024
BUY
$46.1 - $46.75 $471,971 - $478,626
10,238 New
10,238 $478 Million

Others Institutions Holding DFSD

# of Institutions
263
Shares Held
50.2M
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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