Foundations Investment Advisors, LLC Dimensional ETF Tr Short Durat Transaction History

Foundations Investment Advisors, LLC

  • $6.26 Billion
  • Q3 2025

A detailed history of Foundations Investment Advisors, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 69,376 shares of DFSD stock, worth $3.34 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
69,376
Previous 11,159 521.7%
Holding current value
$3.34 Million
Previous $535,000 524.86%
% of portfolio
0.05%
Previous 0.01%

Shares

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

Nov 03, 2025
BUY
$47.86 - $48.43 $2.79 Million - $2.82 Million
58,217 Added 521.7%
69,376 $3.34 Million
Q2 2025

Aug 08, 2025
BUY
$47.09 - $48.01 $16,246 - $16,563
345 Added 3.19%
11,159 $535,000
Q1 2025

May 07, 2025
BUY
$46.74 - $47.55 $505,446 - $514,205
10,814 New
10,814 $513,000

Others Institutions Holding DFSD

# of Institutions
379
Shares Held
80.8M
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 Foundations Investment Advisors, LLC Portfolio

Follow Foundations Investment Advisors, 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 Foundations Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Foundations Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email