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

Sc&H Financial Advisors, Inc.

$461 Million
Q4 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 254,633 shares of DFSD stock, worth $12 Million. This represents 2.59% of its overall portfolio holdings.

Number of Shares

254,633

Previous 183,506 38.76%

Holding current value

$12 Million

Previous $8.76 Million 36.27%

% of portfolio

2.59%

Previous 1.96%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	BUY	$46.75 - $47.8 $3.33 Million - $3.4 Million	71,127 Added 38.76%	254,633 $11.9 Million
Q3 2024 Oct 24, 2024	BUY	$47.0 - $47.84 $1.56 Million - $1.59 Million	33,183 Added 22.07%	183,506 $8.76 Million
Q2 2024 Aug 01, 2024	BUY	$46.64 - $47.15 $844,743 - $853,980	18,112 Added 13.7%	150,323 $7.07 Million
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	$45.19 - $46.47 $577,663 - $594,026	12,783 Added 50.57%	38,062 $1.75 Million
Q3 2022 Nov 09, 2022	SELL	$45.55 - $47.51 $152,182 - $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

328

Shares Held

65.8M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR SHORT DURAT

Ticker DFSD
Sector ETFs
Industry ETFs

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