Mattern Wealth Management LLC Dimensional ETF Tr Short Durat Transaction History

Mattern Wealth Management LLC

  • $426 Million
  • Q3 2024

A detailed history of Mattern Wealth Management LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Mattern Wealth Management LLC holds 548,677 shares of DFSD stock, worth $25.7 Million. This represents 6.15% of its overall portfolio holdings.

Number of Shares
548,677
Previous 514,344 6.68%
Holding current value
$25.7 Million
Previous $24.2 Million 8.35%
% of portfolio
6.15%
Previous 6.02%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024
BUY
$47.0 - $47.84 $1.61 Million - $1.64 Million
34,333 Added 6.68%
548,677 $26.2 Million
Q2 2024

Jul 17, 2024
BUY
$46.64 - $47.15 $74,250 - $75,062
1,592 Added 0.31%
514,344 $24.2 Million
Q1 2024

May 13, 2024
BUY
$46.78 - $47.19 $1.3 Million - $1.31 Million
27,782 Added 5.73%
512,752 $24.1 Million
Q4 2023

Feb 12, 2024
SELL
$46.16 - $47.09 $4.68 Million - $4.77 Million
-101,372 Reduced 17.29%
484,970 $22.8 Million
Q3 2023

Nov 01, 2023
BUY
$46.24 - $46.65 $3.59 Million - $3.62 Million
77,662 Added 15.27%
586,342 $27.2 Million
Q2 2023

Jul 26, 2023
BUY
$46.28 - $46.83 $7.98 Million - $8.08 Million
172,459 Added 51.29%
508,680 $23.6 Million
Q1 2023

May 05, 2023
BUY
$46.1 - $46.75 $14.7 Million - $14.9 Million
318,068 Added 1752.15%
336,221 $15.7 Million
Q4 2022

Feb 06, 2023
BUY
$45.19 - $46.47 $439,111 - $451,548
9,717 Added 115.18%
18,153 $836,000
Q3 2022

Nov 01, 2022
BUY
$45.55 - $47.51 $384,259 - $400,794
8,436 New
8,436 $388,000

Others Institutions Holding DFSD

# of Institutions
260
Shares Held
49.1M
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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