Spring Vest Wealth Management LLC Dimensional ETF Tr Short Durat Transaction History

Spring Vest Wealth Management LLC

  • $121 Billion
  • Q1 2025

A detailed history of Spring Vest Wealth Management LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Spring Vest Wealth Management LLC holds 31,519 shares of DFSD stock, worth $1.51 Million. This represents 1.24% of its overall portfolio holdings.

Number of Shares
31,519
Previous 25,265 24.75%
Holding current value
$1.51 Million
Previous $1.18 Billion 26.46%
% of portfolio
1.24%
Previous 1.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 06, 2025
BUY
$46.74 - $47.55 $292,311 - $297,377
6,254 Added 24.75%
31,519 $1.5 Billion
Q4 2024

Mar 10, 2025
BUY
$46.75 - $47.8 $1.18 Million - $1.21 Million
25,265 New
25,265 $1.18 Billion

Others Institutions Holding DFSD

# of Institutions
352
Shares Held
67.8M
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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