Market Street Wealth Management Advisors LLC Dimensional ETF Tr Short Durat Transaction History

Market Street Wealth Management Advisors LLC

  • $545 Million
  • Q4 2024

A detailed history of Market Street Wealth Management Advisors LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Market Street Wealth Management Advisors LLC holds 1,140,839 shares of DFSD stock, worth $54.2 Million. This represents 9.81% of its overall portfolio holdings.

Number of Shares
1,140,839
Previous 1,106,247 3.13%
Holding current value
$54.2 Million
Previous $52.8 Million 1.27%
% of portfolio
9.81%
Previous 9.56%

Shares

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

Jan 17, 2025
BUY
$46.75 - $47.8 $1.62 Million - $1.65 Million
34,592 Added 3.13%
1,140,839 $53.5 Million
Q3 2024

Oct 16, 2024
BUY
$47.0 - $47.84 $1.25 Million - $1.27 Million
26,579 Added 2.46%
1,106,247 $52.8 Million
Q2 2024

Jul 29, 2024
BUY
$46.64 - $47.15 $2.92 Million - $2.95 Million
62,618 Added 6.16%
1,079,668 $50.7 Million
Q1 2024

Apr 11, 2024
BUY
$46.78 - $47.19 $4.51 Million - $4.55 Million
96,397 Added 10.47%
1,017,050 $47.8 Million
Q4 2023

Jan 29, 2024
BUY
$46.16 - $47.09 $41.1 Million - $41.9 Million
890,126 Added 2915.86%
920,653 $43.3 Million
Q3 2023

Oct 12, 2023
SELL
$46.24 - $46.65 $1.2 Million - $1.21 Million
-26,013 Reduced 46.01%
30,527 $1.42 Million
Q2 2023

Jul 12, 2023
SELL
$46.28 - $46.83 $281,845 - $285,194
-6,090 Reduced 9.72%
56,540 $2.62 Million
Q1 2023

Apr 18, 2023
SELL
$46.1 - $46.75 $176,470 - $178,959
-3,828 Reduced 5.76%
62,630 $2.92 Million
Q4 2022

Jan 20, 2023
BUY
$45.19 - $46.47 $2.76 Million - $2.84 Million
61,066 Added 1132.53%
66,458 $0
Q3 2022

Oct 21, 2022
BUY
$45.55 - $47.51 $245,605 - $256,173
5,392 New
5,392 $248,000

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
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