Valued Wealth Advisors LLC Dimensional ETF Tr Short Durat Transaction History

Valued Wealth Advisors LLC

$167 Billion
Q1 2025

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 430,243 shares of DFSD stock, worth $20.5 Million. This represents 12.27% of its overall portfolio holdings.

Number of Shares

430,243

Previous 412,283 4.36%

Holding current value

$20.5 Million

Previous $19.3 Billion 5.78%

% of portfolio

12.27%

Previous 12.11%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 01, 2025	BUY	$46.74 - $47.55 $839,450 - $853,998	17,960 Added 4.36%	430,243 $20.4 Billion
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

354

Shares Held

68.2M

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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Valued Wealth Advisors LLC Dimensional ETF Tr Short Durat Transaction History