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

Kathleen S. Wright Associates Inc.

  • $221 Million
  • Q2 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 6,668 shares of DFSD stock, worth $318,063. This represents 0.14% of its overall portfolio holdings.

Number of Shares
6,668
Previous 6,668 -0.0%
Holding current value
$318,063
Previous $313,000 -0.0%
% of portfolio
0.14%
Previous 0.15%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
251
Shares Held
42.7M
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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