Sc&H Financial Advisors, Inc. Dimensional ETF Tr Short Durat Transaction History

Sc&H Financial Advisors, Inc.

$379 Million
Q1 2024

A detailed history of Sc&H Financial Advisors, Inc. transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Sc&H Financial Advisors, Inc. holds 132,211 shares of DFSD stock, worth $6.24 Million. This represents 1.64% of its overall portfolio holdings.

Number of Shares

132,211

Previous 122,700 7.75%

Holding current value

$6.24 Million

Previous $5.77 Million 7.82%

% of portfolio

1.64%

Previous 1.69%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 02, 2024	BUY	$46.78 - $47.19 $444,924 - $448,824	9,511 Added 7.75%	132,211 $6.22 Million
Q4 2023 Feb 01, 2024	BUY	$46.16 - $47.09 $1.6 Million - $1.63 Million	34,634 Added 39.33%	122,700 $5.77 Million
Q3 2023 Oct 30, 2023	BUY	$46.24 - $46.65 $655,405 - $661,217	14,174 Added 19.18%	88,066 $4.08 Million
Q2 2023 Aug 07, 2023	BUY	$46.28 - $46.83 $1.19 Million - $1.21 Million	25,739 Added 53.45%	73,892 $3.42 Million
Q1 2023 May 12, 2023	BUY	$46.1 - $46.75 $465,195 - $471,754	10,091 Added 26.51%	48,153 $2.25 Million

Q4 2022 Feb 10, 2023	BUY	$45.49 - $46.47 $581,498 - $594,026	12,783 Added 50.57%	38,062 $1.75 Million
Q3 2022 Nov 09, 2022	SELL	$45.88 - $47.51 $153,285 - $158,730	-3,341 Reduced 11.67%	25,279 $1.16 Million
Q2 2022 Aug 10, 2022	BUY	$46.22 - $47.82 $1.32 Million - $1.37 Million	28,620 New	28,620 $1.34 Million

Others Institutions Holding DFSD

# of Institutions

223

Shares Held

35.5M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR SHORT DURAT

Ticker DFSD
Sector ETFs
Industry ETFs

More about DFSD

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Sc&H Financial Advisors, Inc. Dimensional ETF Tr Short Durat Transaction History