Fonville Wealth Management LLC Dimensional ETF Tr Short Durat Transaction History

Fonville Wealth Management LLC

  • $444 Billion
  • Q3 2025

A detailed history of Fonville Wealth Management LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Fonville Wealth Management LLC holds 28,990 shares of DFSD stock, worth $1.4 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares
28,990
Previous 7,935 265.34%
Holding current value
$1.4 Million
Previous $381 Million 266.73%
% of portfolio
0.31%
Previous 0.1%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
BUY
$47.86 - $48.43 $1.01 Million - $1.02 Million
21,055 Added 265.34%
28,990 $1.4 Billion
Q2 2025

Aug 07, 2025
BUY
$47.09 - $48.01 $373,659 - $380,959
7,935 New
7,935 $381 Million

Others Institutions Holding DFSD

# of Institutions
388
Shares Held
84.7M
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
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