Wms Partners, LLC Dimensional ETF Tr Short Durat Transaction History

Wms Partners, LLC

  • $1.74 Billion
  • Q4 2024

A detailed history of Wms Partners, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Wms Partners, LLC holds 10,788 shares of DFSD stock, worth $509,948. This represents 0.03% of its overall portfolio holdings.

Number of Shares
10,788
Previous 12,246 11.91%
Holding current value
$509,948
Previous $584,000 13.53%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Feb 14, 2025
SELL
$46.75 - $47.8 $68,161 - $69,692
-1,458 Reduced 11.91%
10,788 $505,000
Q3 2024

Nov 13, 2024
BUY
$47.0 - $47.84 $2,961 - $3,013
63 Added 0.52%
12,246 $584,000
Q2 2024

Aug 14, 2024
BUY
$46.64 - $47.15 $122,290 - $123,627
2,622 Added 27.42%
12,183 $572,000
Q1 2024

May 15, 2024
SELL
$46.78 - $47.19 $47,341 - $47,756
-1,012 Reduced 9.57%
9,561 $449,000
Q4 2023

Feb 12, 2024
BUY
$46.16 - $47.09 $488,049 - $497,882
10,573 New
10,573 $497,000

Others Institutions Holding DFSD

# of Institutions
320
Shares Held
64.1M
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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