Hfg Wealth Management, LLC Dimensional ETF Tr Short Durat Transaction History

Hfg Wealth Management, LLC

$184 Billion
Q3 2025

A detailed history of Hfg Wealth Management, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Hfg Wealth Management, LLC holds 17,633 shares of DFSD stock, worth $850,968. This represents 0.46% of its overall portfolio holdings.

Number of Shares

17,633

Previous 14,880 18.5%

Holding current value

$850,968

Previous $707 Million 19.73%

% of portfolio

0.46%

Previous 0.43%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 03, 2025	BUY	$47.86 - $48.43 $131,758 - $133,327	2,753 Added 18.5%	17,633 $847 Million
Q2 2025 Jul 09, 2025	BUY	$47.09 - $48.01 $9,653 - $9,842	205 Added 1.4%	14,880 $707 Million
Q1 2025 Apr 08, 2025	BUY	$46.74 - $47.55 $54,592 - $55,538	1,168 Added 8.65%	14,675 $688 Million
Q4 2024 Jan 13, 2025	BUY	$46.75 - $47.8 $23,468 - $23,995	502 Added 3.86%	13,507 $645 Million
Q2 2024 Aug 20, 2024	BUY	$46.64 - $47.15 $75,556 - $76,383	1,620 Added 14.23%	13,005 $611 Million
Q1 2024 Jun 27, 2024	SELL	$46.78 - $47.19 $845,361 - $852,770	-18,071 Reduced 61.35%	11,385 $536 Million
Q4 2023 Jun 27, 2024	BUY	$46.16 - $47.09 $887,102 - $904,975	19,218 Added 187.71%	29,456 $1.38 Billion
Q1 2023 Jun 27, 2024	BUY	$46.1 - $46.75 $471,971 - $478,626	10,238 New	10,238 $478 Million

Others Institutions Holding DFSD

# of Institutions

370

Shares Held

75.6M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR SHORT DURAT

Ticker DFSD
Sector ETFs
Industry ETFs

More about DFSD

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Hfg Wealth Management, LLC Dimensional ETF Tr Short Durat Transaction History