B.O.S.S. Retirement Advisors, LLC Dimensional ETF Tr Short Durat Transaction History

B.O.S.S. Retirement Advisors, LLC

$418 Billion
Q3 2025

A detailed history of B.O.S.S. Retirement Advisors, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, B.O.S.S. Retirement Advisors, LLC holds 13,567 shares of DFSD stock, worth $653,929. This represents 0.16% of its overall portfolio holdings.

Number of Shares

13,567

Previous 13,411 1.16%

Holding current value

$653,929

Previous $644 Million 1.54%

% of portfolio

0.16%

Previous 0.16%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 05, 2025	BUY	$47.86 - $48.43 $7,466 - $7,555	156 Added 1.16%	13,567 $654 Million
Q2 2025 Jul 18, 2025	SELL	$47.09 - $48.01 $32,680 - $33,318	-694 Reduced 4.92%	13,411 $644 Million
Q1 2025 Apr 23, 2025	SELL	$46.74 - $47.55 $27,903 - $28,387	-597 Reduced 4.06%	14,105 $670 Million
Q4 2024 Jan 21, 2025	BUY	$46.75 - $47.8 $687,318 - $702,755	14,702 New	14,702 $689 Million
Q4 2023 Jan 25, 2024	BUY	$46.16 - $47.09 $218,752 - $223,159	4,739 New	4,739 $223 Million

Q4 2023 Jan 19, 2024	BUY	$46.16 - $47.09 $0 - $0	0 New	0 $223 Million

Others Institutions Holding DFSD

# of Institutions

388

Shares Held

84.7M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR SHORT DURAT

Ticker DFSD
Sector ETFs
Industry ETFs

More about DFSD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of B.O.S.S. Retirement Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on B.O.S.S. Retirement Advisors, LLC with notifications on news.

Account

B.O.S.S. Retirement Advisors, LLC Dimensional ETF Tr Short Durat Transaction History