Straight Path Wealth Management
Position in DFSD — Dimensional Short-Duration Fixed Income ETF
CIK 1902506
Jenison, MI
All Filings in DFSD
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2023-09-30 DFSD | $3,645,421 | 78,599 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 DFSD | $3,138,729 | 67,718 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 DFSD | $2,762,691 | 59,209 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 DFSD | $2,392,577 | 51,911 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 DFSD | $557,980 | 12,130 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 DFSD | $289,202 | 6,169 | Shares | Sole | 2022-07-19 | |
| No filing history on record for this holder in this stock. | ||||||