A detailed history of Phillips Financial Management, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Phillips Financial Management, LLC holds 860,085 shares of DFSD stock, worth $40.3 Million. This represents 3.27% of its overall portfolio holdings.

Number of Shares
860,085
Previous 677,758 26.9%
Holding current value
$40.3 Million
Previous $31.9 Million 28.9%
% of portfolio
3.27%
Previous 2.69%

Shares

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

Nov 07, 2024

BUY
$47.0 - $47.84 $8.57 Million - $8.72 Million
182,327 Added 26.9%
860,085 $41.1 Million
Q2 2024

Aug 08, 2024

BUY
$46.64 - $47.15 $2.49 Million - $2.52 Million
53,348 Added 8.54%
677,758 $31.9 Million
Q1 2024

Apr 23, 2024

BUY
$46.78 - $47.19 $5.42 Million - $5.47 Million
115,962 Added 22.81%
624,410 $29.4 Million
Q4 2023

Jan 25, 2024

BUY
$46.16 - $47.09 $3.48 Million - $3.55 Million
75,347 Added 17.4%
508,448 $23.9 Million
Q3 2023

Nov 09, 2023

BUY
$46.24 - $46.65 $2.88 Million - $2.91 Million
62,288 Added 16.8%
433,101 $20.1 Million
Q2 2023

Aug 11, 2023

BUY
$46.28 - $46.83 $3.22 Million - $3.25 Million
69,502 Added 23.07%
370,813 $17.2 Million
Q1 2023

May 08, 2023

BUY
$46.1 - $46.75 $383,874 - $389,287
8,327 Added 2.84%
301,311 $14.1 Million
Q4 2022

Jan 24, 2023

BUY
$45.19 - $46.47 $1.28 Million - $1.31 Million
28,297 Added 10.69%
292,984 $0
Q3 2022

Nov 08, 2022

BUY
$45.55 - $47.51 $932,180 - $972,292
20,465 Added 8.38%
264,687 $12.2 Million
Q2 2022

Jul 22, 2022

BUY
$46.22 - $47.82 $10.3 Million - $10.7 Million
223,843 Added 1098.4%
244,222 $11.4 Million
Q1 2022

May 06, 2022

BUY
$47.69 - $49.94 $971,874 - $1.02 Million
20,379 New
20,379 $976,000

Others Institutions Holding DFSD

About DIMENSIONAL ETF TR SHORT DURAT


  • Ticker DFSD
  • Sector ETFs
  • Industry ETFs
More about DFSD
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