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 98,254 shares of DFSD stock, worth $4.69 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
98,254
Previous 88,082 11.55%
Holding current value
$4.69 Million
Previous $4.14 Million 11.44%
% of portfolio
0.19%
Previous 0.19%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About DIMENSIONAL ETF TR SHORT DURAT


  • Ticker DFSD
  • Sector ETFs
  • Industry ETFs
More about DFSD
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