Meredith Wealth Planning Dimensional ETF Tr Short Durat Transaction History

Meredith Wealth Planning

$224 Billion
Q4 2024

A detailed history of Meredith Wealth Planning transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Meredith Wealth Planning holds 55,785 shares of DFSD stock, worth $2.64 Million. This represents 1.17% of its overall portfolio holdings.

Number of Shares

55,785

Previous 48,262 15.59%

Holding current value

$2.64 Million

Previous $2.3 Billion 13.51%

% of portfolio

1.17%

Previous 1.1%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$46.75 - $47.8 $351,700 - $359,599	7,523 Added 15.59%	55,785 $2.62 Billion
Q3 2024 Oct 18, 2024	SELL	$47.0 - $47.84 $312,174 - $317,753	-6,642 Reduced 12.1%	48,262 $2.3 Billion
Q2 2024 Jul 24, 2024	BUY	$46.64 - $47.15 $643,025 - $650,057	13,787 Added 33.53%	54,904 $2.58 Billion
Q1 2024 Apr 23, 2024	BUY	$46.78 - $47.19 $375,175 - $378,463	8,020 Added 24.23%	41,117 $1.93 Billion
Q4 2023 Jan 25, 2024	BUY	$46.16 - $47.09 $447,798 - $456,820	9,701 Added 41.46%	33,097 $1.56 Billion
Q3 2023 Oct 16, 2023	BUY	$46.24 - $46.65 $226,807 - $228,818	4,905 Added 26.53%	23,396 $1.09 Billion
Q2 2023 Jul 14, 2023	BUY	$46.28 - $46.83 $142,588 - $144,283	3,081 Added 19.99%	18,491 $857 Million
Q1 2023 Apr 24, 2023	BUY	$46.1 - $46.75 $710,401 - $720,417	15,410 New	15,410 $719 Million

Others Institutions Holding DFSD

# of Institutions

320

Shares Held

64.1M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR SHORT DURAT

Ticker DFSD
Sector ETFs
Industry ETFs

More about DFSD

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Meredith Wealth Planning Dimensional ETF Tr Short Durat Transaction History