Steward Partners Investment Advisory, LLC Dimensional ETF Tr Short Durat Transaction History

Steward Partners Investment Advisory, LLC

$10.6 Billion
Q3 2024

A detailed history of Steward Partners Investment Advisory, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 137,630 shares of DFSD stock, worth $6.49 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

137,630

Previous 95,023 44.84%

Holding current value

$6.49 Million

Previous $4.47 Million 47.11%

% of portfolio

0.06%

Previous 0.05%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$47.0 - $47.84 $2 Million - $2.04 Million	42,607 Added 44.84%	137,630 $6.57 Million
Q2 2024 Aug 08, 2024	BUY	$46.64 - $47.15 $1.14 Million - $1.15 Million	24,453 Added 34.65%	95,023 $4.47 Million
Q1 2024 May 15, 2024	BUY	$46.78 - $47.19 $1.65 Million - $1.67 Million	35,324 Added 100.22%	70,570 $3.32 Million
Q4 2023 Feb 12, 2024	BUY	$46.16 - $47.09 $199,180 - $203,193	4,315 Added 13.95%	35,246 $1.66 Million
Q3 2023 Nov 13, 2023	BUY	$46.24 - $46.65 $1.43 Million - $1.44 Million	30,931 New	30,931 $1.43 Million

Others Institutions Holding DFSD

# of Institutions

260

Shares Held

49M

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 Steward Partners Investment Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Steward Partners Investment Advisory, LLC with notifications on news.

Account

Steward Partners Investment Advisory, LLC Dimensional ETF Tr Short Durat Transaction History