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

Diversify Wealth Management, LLC

$1.73 Trillion
Q3 2025

A detailed history of Diversify Wealth Management, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 76,994 shares of DFSD stock, worth $3.71 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares

76,994

Previous 82,363 6.52%

Holding current value

$3.71 Million

Previous $3.97 Billion 6.5%

% of portfolio

0.21%

Previous 0.25%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	SELL	$47.86 - $48.43 $256,960 - $260,020	-5,369 Reduced 6.52%	76,994 $3.71 Billion
Q2 2025 Aug 14, 2025	SELL	$47.09 - $48.01 $87,022 - $88,722	-1,848 Reduced 2.19%	82,363 $3.97 Billion
Q1 2025 Apr 30, 2025	SELL	$46.74 - $47.55 $224,305 - $228,192	-4,799 Reduced 5.39%	84,211 $4.02 Billion
Q4 2024 Jan 16, 2025	SELL	$46.75 - $47.8 $108,179 - $110,609	-2,314 Reduced 2.53%	89,010 $4.16 Billion
Q3 2024 Oct 25, 2024	SELL	$47.0 - $47.84 $506,754 - $515,810	-10,782 Reduced 10.56%	91,324 $4.32 Billion
Q2 2024 Aug 08, 2024	BUY	$46.64 - $47.15 $4.76 Million - $4.81 Million	102,106 New	102,106 $4.84 Billion

Others Institutions Holding DFSD

# of Institutions

388

Shares Held

84.6M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR SHORT DURAT

Ticker DFSD
Sector ETFs
Industry ETFs

More about DFSD

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