Valued Wealth Advisors LLC Dimensional ETF Tr Short Durat Transaction History

Valued Wealth Advisors LLC

  • $160 Billion
  • Q4 2024

A detailed history of Valued Wealth Advisors LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Valued Wealth Advisors LLC holds 412,283 shares of DFSD stock, worth $19.5 Million. This represents 12.11% of its overall portfolio holdings.

Number of Shares
412,283
Previous 359,098 14.81%
Holding current value
$19.5 Million
Previous $17.1 Billion 12.74%
% of portfolio
12.11%
Previous 11.11%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
BUY
$46.75 - $47.8 $2.49 Million - $2.54 Million
53,185 Added 14.81%
412,283 $19.3 Billion
Q3 2024

Oct 28, 2024
BUY
$47.0 - $47.84 $479,588 - $488,159
10,204 Added 2.92%
359,098 $17.1 Billion
Q2 2024

Jul 16, 2024
BUY
$46.64 - $47.15 $1.02 Million - $1.03 Million
21,870 Added 6.69%
348,894 $16.4 Billion
Q1 2024

Apr 30, 2024
BUY
$46.78 - $47.19 $190,862 - $192,535
4,080 Added 1.26%
327,024 $15.4 Billion
Q4 2023

Jan 05, 2024
BUY
$46.16 - $47.09 $14.9 Million - $15.2 Million
322,944 New
322,944 $15 Billion

Others Institutions Holding DFSD

# of Institutions
332
Shares Held
66M
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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