Morgan Stanley Dimensional ETF Tr Short Durat Transaction History

Morgan Stanley

$1.27 Trillion
Q2 2024

A detailed history of Morgan Stanley transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Morgan Stanley holds 11,998 shares of DFSD stock, worth $568,105. This represents 0.0% of its overall portfolio holdings.

Number of Shares

11,998

Holding current value

$568,105

% of portfolio

0.0%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 14, 2024	BUY	$46.64 - $47.15 $559,586 - $565,705	11,998 New	11,998 $563,000
Q4 2023 Aug 16, 2024	SELL	$46.16 - $47.09 $553,781 - $564,938	-11,997 Reduced 99.99%	1 $0
Q4 2023 Feb 13, 2024	SELL	$46.16 - $47.09 $3,646 - $3,720	-79 Reduced 98.75%	1 $0
Q2 2023 Aug 14, 2023	BUY	$46.28 - $46.83 $3,702 - $3,746	80 New	80 $3,000

Others Institutions Holding DFSD

# of Institutions

258

Shares Held

46.4M

Call Options Held

Put Options Held

Resources Investment Advisors, Llc. Overland Park, KS

2.39M
Shares

$113 Million
1.35% of portfolio
Beaird Harris Wealth Management, LLC Dallas, TX

2.37M
Shares

$112 Million
11.04% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

2.08M
Shares

$98.4 Million
1.09% of portfolio
Di Nuzzo Private Wealth, Inc. Beaver, PA

2M
Shares

$94.6 Million
15.04% of portfolio
Planning Center, Inc.

1.97M
Shares

$93.4 Million
16.69% of portfolio

View Full List

About DIMENSIONAL ETF TR SHORT DURAT

Ticker DFSD
Sector ETFs
Industry ETFs

More about DFSD

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