Allworth Financial LP Dimensional ETF Tr Short Durat Transaction History

Allworth Financial LP

$17.4 Billion
Q1 2025

A detailed history of Allworth Financial LP transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Allworth Financial LP holds 283,579 shares of DFSD stock, worth $13.6 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

283,579

Previous 263,224 7.73%

Holding current value

$13.6 Million

Previous $12.3 Million 9.21%

% of portfolio

0.08%

Previous 0.07%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	BUY	$46.74 - $47.55 $951,392 - $967,880	20,355 Added 7.73%	283,579 $13.5 Million
Q4 2024 Jan 30, 2025	BUY	$46.75 - $47.8 $6.54 Million - $6.69 Million	139,863 Added 113.38%	263,224 $12.3 Million
Q3 2024 Oct 23, 2024	SELL	$47.0 - $47.84 $572,366 - $582,595	-12,178 Reduced 8.98%	123,361 $5.89 Million
Q2 2024 Jul 23, 2024	BUY	$46.64 - $47.15 $1.23 Million - $1.24 Million	26,333 Added 24.11%	135,539 $6.37 Million
Q1 2024 Apr 25, 2024	SELL	$46.78 - $47.19 $106,798 - $107,734	-2,283 Reduced 2.05%	109,206 $5.14 Million
Q4 2023 Jan 24, 2024	SELL	$46.16 - $47.09 $845,097 - $862,123	-18,308 Reduced 14.11%	111,489 $5.24 Million
Q3 2023 Oct 31, 2023	SELL	$46.24 - $46.65 $552,290 - $557,187	-11,944 Reduced 8.43%	129,797 $6.02 Million
Q2 2023 Jul 18, 2023	SELL	$46.28 - $46.83 $1.91 Million - $1.93 Million	-41,283 Reduced 22.56%	141,741 $6.57 Million
Q1 2023 Apr 18, 2023	SELL	$46.1 - $46.75 $3.08 Million - $3.12 Million	-66,763 Reduced 26.73%	183,024 $8.54 Million
Q4 2022 Jan 13, 2023	SELL	$45.19 - $46.47 $14.6 Million - $15 Million	-322,550 Reduced 56.36%	249,787 $0
Q3 2022 Oct 18, 2022	SELL	$45.55 - $47.51 $8.23 Million - $8.59 Million	-180,705 Reduced 24.0%	572,337 $26.3 Million
Q2 2022 Jul 13, 2022	BUY	$46.22 - $47.82 $31 Million - $32 Million	670,128 Added 808.22%	753,042 $35.3 Million
Q1 2022 Apr 22, 2022	SELL	$47.69 - $49.94 $314,706 - $329,554	-6,599 Reduced 7.37%	82,914 $3.97 Million
Q4 2021 Jan 21, 2022	BUY	$49.93 - $50.13 $4.47 Million - $4.49 Million	89,513 New	89,513 $4.48 Million

Others Institutions Holding DFSD

# of Institutions

362

Shares Held

71.6M

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 Allworth Financial LP, based on Form 13F filings with the SEC.

News

Stay updated on Allworth Financial LP with notifications on news.

Account

Allworth Financial LP Dimensional ETF Tr Short Durat Transaction History