David Wealth Management LLC Dimensional ETF Tr Short Durat Transaction History

David Wealth Management LLC

  • $134 Billion
  • Q2 2025

A detailed history of David Wealth Management LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, David Wealth Management LLC holds 360,829 shares of DFSD stock, worth $17.4 Million. This represents 12.9% of its overall portfolio holdings.

Number of Shares
360,829
Previous 348,536 3.53%
Holding current value
$17.4 Million
Previous $16.6 Billion 4.59%
% of portfolio
12.9%
Previous 13.86%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 22, 2025
BUY
$47.09 - $48.01 $578,877 - $590,186
12,293 Added 3.53%
360,829 $17.3 Billion
Q1 2025

Apr 16, 2025
SELL
$46.74 - $47.55 $185,511 - $188,725
-3,969 Reduced 1.13%
348,536 $16.6 Billion
Q4 2024

Jan 29, 2025
BUY
$46.75 - $47.8 $16.5 Million - $16.8 Million
352,505 New
352,505 $16.5 Billion

Others Institutions Holding DFSD

# of Institutions
358
Shares Held
74.2M
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
Track This Portfolio

Track David Wealth Management LLC Portfolio

Follow David Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of David Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on David Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email