A detailed history of New Edge Advisors, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, New Edge Advisors, LLC holds 136,165 shares of DFSD stock, worth $6.5 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
136,165
Previous 132,285 2.93%
Holding current value
$6.5 Million
Previous $6.22 Million 2.84%
% of portfolio
0.05%
Previous 0.06%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 15, 2024

BUY
$46.64 - $47.15 $180,963 - $182,942
3,880 Added 2.93%
136,165 $6.4 Million
Q1 2024

May 14, 2024

BUY
$46.78 - $47.19 $715,406 - $721,676
15,293 Added 13.07%
132,285 $6.22 Million
Q4 2023

Feb 13, 2024

BUY
$46.16 - $47.09 $4.69 Million - $4.79 Million
101,707 Added 665.4%
116,992 $5.5 Million
Q3 2023

Nov 14, 2023

BUY
$46.24 - $46.65 $200,681 - $202,461
4,340 Added 39.65%
15,285 $708,000
Q2 2023

Aug 14, 2023

BUY
$46.28 - $46.83 $18,465 - $18,685
399 Added 3.78%
10,945 $507,000
Q1 2023

May 12, 2023

BUY
$46.1 - $46.75 $208,694 - $211,637
4,527 Added 75.21%
10,546 $492,000
Q4 2022

Feb 14, 2023

BUY
$45.19 - $46.47 $271,998 - $279,702
6,019 New
6,019 $277,000

Others Institutions Holding DFSD

About DIMENSIONAL ETF TR SHORT DURAT


  • Ticker DFSD
  • Sector ETFs
  • Industry ETFs
More about DFSD
Track This Portfolio

Track New Edge Advisors, LLC Portfolio

Follow New Edge Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of New Edge Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on New Edge Advisors, LLC with notifications on news.