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

Safeguard Investment Advisory Group, LLC

  • $364 Million
  • Q4 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 31,368 shares of DFSD stock, worth $1.49 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares
31,368
Previous 27,992 12.06%
Holding current value
$1.49 Million
Previous $1.34 Million 10.03%
% of portfolio
0.4%
Previous 0.38%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
BUY
$46.75 - $47.8 $157,828 - $161,372
3,376 Added 12.06%
31,368 $1.47 Million
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
332
Shares Held
66M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR SHORT DURAT

DFSD Quotes by TradingView
  • Ticker DFSD
  • Sector ETFs
  • Industry ETFs
More about DFSD
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