Ifp Advisors, Inc Dimensional ETF Tr Short Durat Transaction History

Ifp Advisors, Inc

$2.91 Billion
Q4 2024

A detailed history of Ifp Advisors, Inc transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Ifp Advisors, Inc holds 298,482 shares of DFSD stock, worth $14.1 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares

298,482

Previous 160,810 85.61%

Holding current value

$14.1 Million

Previous $7.68 Million 82.26%

% of portfolio

0.48%

Previous 0.29%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	BUY	$46.75 - $47.8 $6.44 Million - $6.58 Million	137,672 Added 85.61%	298,482 $14 Million
Q3 2024 Feb 04, 2025	BUY	$47.0 - $47.84 $2.94 Million - $2.99 Million	62,556 Added 63.67%	160,810 $7.68 Million
Q2 2024 Jul 30, 2024	BUY	$46.64 - $47.15 $474,422 - $479,609	10,172 Added 11.55%	98,254 $4.62 Million
Q1 2024 Jul 30, 2024	BUY	$46.78 - $47.19 $355,106 - $358,219	7,591 Added 9.43%	88,082 $4.14 Million
Q4 2023 Jan 09, 2024	BUY	$46.16 - $47.09 $2.26 Million - $2.3 Million	48,940 Added 155.11%	80,491 $3.78 Million
Q3 2023 Oct 12, 2023	BUY	$46.24 - $46.65 $1.22 Million - $1.23 Million	26,296 Added 500.4%	31,551 $1.46 Million
Q2 2023 Aug 04, 2023	BUY	$46.28 - $46.83 $2,267 - $2,294	49 Added 0.94%	5,255 $243,000
Q1 2023 Apr 18, 2023	SELL	$46.1 - $46.75 $73,022 - $74,052	-1,584 Reduced 23.33%	5,206 $242,000
Q4 2022 Feb 07, 2023	BUY	$45.19 - $46.47 $161,057 - $165,619	3,564 Added 110.48%	6,790 $341,000
Q3 2022 Nov 08, 2022	BUY	$45.55 - $47.51 $124,078 - $129,417	2,724 Added 542.63%	3,226 $161,000
Q2 2022 Sep 06, 2022	BUY	$46.22 - $47.82 $23,202 - $24,005	502 New	502 $25,000
Q2 2022 Aug 12, 2022	SELL	$46.22 - $47.82 $23,202 - $24,005	-502 Closed	0 $0
Q1 2022 Sep 06, 2022	BUY	$47.69 - $49.94 $95 - $99	2 Added 0.4%	502 $24,000
Q1 2022 Aug 08, 2022	BUY	$47.69 - $49.94 $23,845 - $24,970	500 New	500 $23,000

Others Institutions Holding DFSD

# of Institutions

320

Shares Held

64.1M

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 Ifp Advisors, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Ifp Advisors, Inc with notifications on news.

Account