Wheelhouse Advisory Group LLC Dimensional ETF Tr Short Durat Transaction History

Wheelhouse Advisory Group LLC

  • $168 Billion
  • Q4 2024

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 112,318 shares of DFSD stock, worth $5.28 Million. This represents 3.13% of its overall portfolio holdings.

Number of Shares
112,318
Previous 47,075 138.59%
Holding current value
$5.28 Million
Previous $2.25 Billion 134.29%
% of portfolio
3.13%
Previous 1.45%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
271
Shares Held
50.4M
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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