Wheelhouse Advisory Group LLC Dimensional ETF Tr Short Durat Transaction History

Wheelhouse Advisory Group LLC

  • $175 Billion
  • Q1 2025

A detailed history of Wheelhouse Advisory Group LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Wheelhouse Advisory Group LLC holds 204,306 shares of DFSD stock, worth $9.75 Million. This represents 5.54% of its overall portfolio holdings.

Number of Shares
204,306
Previous 112,318 81.9%
Holding current value
$9.75 Million
Previous $5.27 Billion 84.38%
% of portfolio
5.54%
Previous 3.13%

Shares

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

Apr 29, 2025
BUY
$46.74 - $47.55 $4.3 Million - $4.37 Million
91,988 Added 81.9%
204,306 $9.71 Billion
Q4 2024

Jan 21, 2025
BUY
$46.75 - $47.8 $3.05 Million - $3.12 Million
65,243 Added 138.59%
112,318 $5.27 Billion
Q3 2024

Oct 29, 2024
BUY
$47.0 - $47.84 $2.21 Million - $2.25 Million
47,075 New
47,075 $2.25 Billion

Others Institutions Holding DFSD

# of Institutions
339
Shares Held
68.2M
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
Track This Portfolio

Track Wheelhouse Advisory Group LLC Portfolio

Follow Wheelhouse Advisory Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wheelhouse Advisory Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wheelhouse Advisory Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email