Meredith Wealth Planning Dimensional ETF Tr Short Durat Transaction History

Meredith Wealth Planning

$227 Billion
Q1 2025

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 60,712 shares of DFSD stock, worth $2.9 Million. This represents 1.27% of its overall portfolio holdings.

Number of Shares

60,712

Previous 55,785 8.83%

Holding current value

$2.9 Million

Previous $2.62 Billion 10.32%

% of portfolio

1.27%

Previous 1.17%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 07, 2025	BUY	$46.74 - $47.55 $230,287 - $234,278	4,927 Added 8.83%	60,712 $2.89 Billion
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

353

Shares Held

68M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR SHORT DURAT

Ticker DFSD
Sector ETFs
Industry ETFs

More about DFSD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Meredith Wealth Planning, based on Form 13F filings with the SEC.

News

Stay updated on Meredith Wealth Planning with notifications on news.

Account

Meredith Wealth Planning Dimensional ETF Tr Short Durat Transaction History