Straight Path Wealth Management Dimensional ETF Tr Short Durat Transaction History

Straight Path Wealth Management

  • $218 Million
  • Q1 2025

A detailed history of Straight Path Wealth Management transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Straight Path Wealth Management holds 7,260 shares of DFSD stock, worth $347,826. This represents 0.16% of its overall portfolio holdings.

Number of Shares
7,260
Previous 8,952 18.9%
Holding current value
$347,826
Previous $419,000 17.9%
% of portfolio
0.16%
Previous 0.18%

Shares

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

Apr 28, 2025
SELL
$46.74 - $47.55 $79,084 - $80,454
-1,692 Reduced 18.9%
7,260 $344,000
Q4 2024

Feb 06, 2025
SELL
$46.75 - $47.8 $26,460 - $27,054
-566 Reduced 5.95%
8,952 $419,000
Q3 2024

Nov 06, 2024
SELL
$47.0 - $47.84 $4.72 Million - $4.8 Million
-100,363 Reduced 91.34%
9,518 $454,000
Q2 2024

Aug 15, 2024
BUY
$46.64 - $47.15 $597,225 - $603,755
12,805 Added 13.19%
109,881 $5.16 Million
Q1 2024

Apr 30, 2024
BUY
$46.78 - $47.19 $543,817 - $548,583
11,625 Added 13.6%
97,076 $4.57 Million
Q4 2023

Jan 23, 2024
BUY
$46.16 - $47.09 $316,288 - $322,660
6,852 Added 8.72%
85,451 $4.02 Million
Q3 2023

Oct 31, 2023
BUY
$46.24 - $46.65 $503,137 - $507,598
10,881 Added 16.07%
78,599 $3.65 Million
Q2 2023

Jul 25, 2023
BUY
$46.28 - $46.83 $393,796 - $398,476
8,509 Added 14.37%
67,718 $3.14 Million
Q1 2023

Apr 26, 2023
BUY
$46.1 - $46.75 $336,437 - $341,181
7,298 Added 14.06%
59,209 $2.76 Million
Q4 2022

Jan 20, 2023
BUY
$45.19 - $46.47 $1.8 Million - $1.85 Million
39,781 Added 327.96%
51,911 $0
Q3 2022

Oct 21, 2022
BUY
$45.55 - $47.51 $271,523 - $283,207
5,961 Added 96.63%
12,130 $558,000
Q2 2022

Jul 19, 2022
BUY
$46.22 - $47.82 $285,131 - $295,001
6,169 New
6,169 $289,000

Others Institutions Holding DFSD

# of Institutions
360
Shares Held
71.1M
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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