Kathleen S. Wright Associates Inc. Dimensional ETF Tr Short Durat Transaction History

Kathleen S. Wright Associates Inc.

  • $242 Million
  • Q4 2024

A detailed history of Kathleen S. Wright Associates Inc. transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Kathleen S. Wright Associates Inc. holds 16,898 shares of DFSD stock, worth $803,161. This represents 0.33% of its overall portfolio holdings.

Number of Shares
16,898
Previous 8,868 90.55%
Holding current value
$803,161
Previous $423,000 87.23%
% of portfolio
0.33%
Previous 0.17%

Shares

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

Jan 24, 2025
BUY
$46.75 - $47.8 $375,402 - $383,834
8,030 Added 90.55%
16,898 $792,000
Q3 2024

Oct 11, 2024
BUY
$47.0 - $47.84 $103,400 - $105,248
2,200 Added 32.99%
8,868 $423,000
Q4 2023

Jan 31, 2024
SELL
$46.16 - $47.09 $6,923 - $7,063
-150 Reduced 2.2%
6,668 $313,000
Q3 2023

Oct 20, 2023
BUY
$46.24 - $46.65 $93,404 - $94,233
2,020 Added 42.1%
6,818 $316,000
Q2 2023

Jul 20, 2023
BUY
$46.28 - $46.83 $222,051 - $224,690
4,798 New
4,798 $222,000

Others Institutions Holding DFSD

# of Institutions
331
Shares Held
65.5M
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
Track This Portfolio

Track Kathleen S. Wright Associates Inc. Portfolio

Follow Kathleen S. Wright Associates Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kathleen S. Wright Associates Inc., based on Form 13F filings with the SEC.

News

Stay updated on Kathleen S. Wright Associates Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email