Us Advisors Wealth Management, LLC Dimensional ETF Tr Short Durat Transaction History

Us Advisors Wealth Management, LLC

$308 Million
Q4 2024

A detailed history of Us Advisors Wealth Management, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Us Advisors Wealth Management, LLC holds 18,357 shares of DFSD stock, worth $865,899. This represents 0.28% of its overall portfolio holdings.

Number of Shares

18,357

Previous 17,799 3.14%

Holding current value

$865,899

Previous $850,000 1.18%

% of portfolio

0.28%

Previous 0.3%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	$46.75 - $47.8 $26,086 - $26,672	558 Added 3.14%	18,357 $860,000
Q3 2024 Nov 07, 2024	SELL	$47.0 - $47.84 $87,279 - $88,838	-1,857 Reduced 9.45%	17,799 $850,000
Q2 2024 Aug 06, 2024	BUY	$46.64 - $47.15 $58,160 - $58,796	1,247 Added 6.77%	19,656 $923,000
Q1 2024 May 02, 2024	BUY	$46.78 - $47.19 $295,462 - $298,052	6,316 Added 52.23%	18,409 $866,000
Q4 2023 Feb 12, 2024	SELL	$46.16 - $47.09 $12,970 - $13,232	-281 Reduced 2.27%	12,093 $568,000
Q3 2023 Nov 09, 2023	BUY	$46.24 - $46.65 $160,360 - $161,782	3,468 Added 38.94%	12,374 $573,000
Q2 2023 Aug 01, 2023	SELL	$46.28 - $46.83 $62,478 - $63,220	-1,350 Reduced 13.16%	8,906 $413,000
Q1 2023 Apr 13, 2023	BUY	$46.1 - $46.75 $57,210 - $58,016	1,241 Added 13.77%	10,256 $479,000
Q4 2022 Feb 10, 2023	BUY	$45.19 - $46.47 $407,387 - $418,927	9,015 New	9,015 $416,000

Others Institutions Holding DFSD

# of Institutions

292

Shares Held

54.8M

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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Us Advisors Wealth Management, LLC Dimensional ETF Tr Short Durat Transaction History