Fin Dec Wealth Services, Inc. Dimensional ETF Tr Short Durat Transaction History

Fin Dec Wealth Services, Inc.

$95.6 Billion
Q2 2025

A detailed history of Fin Dec Wealth Services, Inc. transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Fin Dec Wealth Services, Inc. holds 7,925 shares of DFSD stock, worth $379,686. This represents 0.4% of its overall portfolio holdings.

Number of Shares

7,925

Previous 15,325 48.29%

Holding current value

$379,686

Previous $728 Million 47.75%

% of portfolio

0.4%

Previous 0.72%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 24, 2025	SELL	$47.09 - $48.01 $348,466 - $355,274	-7,400 Reduced 48.29%	7,925 $380 Million
Q1 2025 May 15, 2025	SELL	$46.74 - $47.55 $7.37 Million - $7.5 Million	-157,695 Reduced 91.14%	15,325 $728 Million
Q4 2024 Feb 14, 2025	SELL	$46.75 - $47.8 $598,119 - $611,553	-12,794 Reduced 6.89%	173,020 $8.11 Billion
Q3 2024 Nov 14, 2024	BUY	$47.0 - $47.84 $591,589 - $602,162	12,587 Added 7.27%	185,814 $8.87 Billion
Q2 2024 Jul 17, 2024	BUY	$46.64 - $47.15 $2.43 Million - $2.45 Million	52,051 Added 42.95%	173,227 $8.14 Billion
Q1 2024 May 13, 2024	SELL	$46.78 - $47.19 $157,274 - $158,652	-3,362 Reduced 2.7%	121,176 $5.7 Billion
Q4 2023 Feb 07, 2024	BUY	$46.16 - $47.09 $144,711 - $147,627	3,135 Added 2.58%	124,538 $5.85 Billion
Q3 2023 Oct 19, 2023	BUY	$46.24 - $46.65 $28,160 - $28,409	609 Added 0.5%	121,403 $5.63 Billion
Q2 2023 Jul 19, 2023	BUY	$46.28 - $46.83 $425,590 - $430,648	9,196 Added 8.24%	120,794 $5.6 Billion
Q1 2023 May 10, 2023	BUY	$46.1 - $46.75 $586,069 - $594,332	12,713 Added 12.86%	111,598 $5.21 Billion
Q4 2022 Jan 25, 2023	BUY	$45.19 - $46.47 $4.47 Million - $4.6 Million	98,885 New	98,885 $4.56 Billion

Others Institutions Holding DFSD

# of Institutions

360

Shares Held

71.1M

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 Fin Dec Wealth Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Fin Dec Wealth Services, Inc. with notifications on news.

Account

Fin Dec Wealth Services, Inc. Dimensional ETF Tr Short Durat Transaction History