Safeguard Investment Advisory Group, LLC Dimensional ETF Tr Short Durat Transaction History

Safeguard Investment Advisory Group, LLC

$350 Million
Q3 2024

A detailed history of Safeguard Investment Advisory Group, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Safeguard Investment Advisory Group, LLC holds 27,992 shares of DFSD stock, worth $1.31 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares

27,992

Previous 30,940 9.53%

Holding current value

$1.31 Million

Previous $1.45 Million 8.12%

% of portfolio

0.38%

Previous 0.45%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$47.0 - $47.84 $138,556 - $141,032	-2,948 Reduced 9.53%	27,992 $1.34 Million
Q2 2024 Aug 09, 2024	BUY	$46.64 - $47.15 $45,334 - $45,829	972 Added 3.24%	30,940 $1.45 Million
Q1 2024 May 13, 2024	BUY	$46.78 - $47.19 $126,072 - $127,177	2,695 Added 9.88%	29,968 $1.41 Million
Q4 2023 Jan 26, 2024	SELL	$46.16 - $47.09 $3,738 - $3,814	-81 Reduced 0.3%	27,273 $1.28 Million
Q3 2023 Nov 14, 2023	BUY	$46.24 - $46.65 $21,686 - $21,878	469 Added 1.74%	27,354 $1.27 Million
Q2 2023 Aug 01, 2023	BUY	$46.28 - $46.83 $711,184 - $719,636	15,367 Added 133.42%	26,885 $1.25 Million
Q1 2023 May 04, 2023	BUY	$46.1 - $46.75 $530,979 - $538,466	11,518 New	11,518 $537,000

Others Institutions Holding DFSD

# of Institutions

260

Shares Held

49.1M

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 Safeguard Investment Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Safeguard Investment Advisory Group, LLC with notifications on news.

Account

Safeguard Investment Advisory Group, LLC Dimensional ETF Tr Short Durat Transaction History