Geometric Wealth Advisors Dimensional ETF Tr Short Durat Transaction History

Geometric Wealth Advisors

  • $614 Million
  • Q2 2025

A detailed history of Geometric Wealth Advisors transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Geometric Wealth Advisors holds 19,875 shares of DFSD stock, worth $962,347. This represents 0.16% of its overall portfolio holdings.

Number of Shares
19,875
Previous 11,311 75.71%
Holding current value
$962,347
Previous $537,000 77.65%
% of portfolio
0.16%
Previous 0.1%

Shares

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

Aug 06, 2025
BUY
$47.09 - $48.01 $403,278 - $411,157
8,564 Added 75.71%
19,875 $954,000
Q1 2025

May 09, 2025
SELL
$46.74 - $47.55 $82,168 - $83,592
-1,758 Reduced 13.45%
11,311 $537,000
Q4 2024

Feb 07, 2025
BUY
$46.75 - $47.8 $97,847 - $100,045
2,093 Added 19.07%
13,069 $612,000
Q3 2024

Oct 24, 2024
SELL
$47.0 - $47.84 $72,474 - $73,769
-1,542 Reduced 12.32%
10,976 $523,000
Q2 2024

Aug 13, 2024
BUY
$46.64 - $47.15 $76,722 - $77,561
1,645 Added 15.13%
12,518 $588,000
Q1 2024

May 07, 2024
BUY
$46.78 - $47.19 $104,833 - $105,752
2,241 Added 25.96%
10,873 $511,000
Q4 2023

Jan 18, 2024
BUY
$46.16 - $47.09 $398,453 - $406,480
8,632 New
8,632 $405,000
Q2 2023

Jul 17, 2023
BUY
$46.28 - $46.83 $1,851 - $1,873
40 Added 0.82%
4,913 $227,000
Q1 2023

May 01, 2023
SELL
$46.1 - $46.75 $84,685 - $85,879
-1,837 Reduced 27.38%
4,873 $227,000
Q4 2022

Jan 09, 2023
BUY
$45.19 - $46.47 $8,992 - $9,247
199 Added 3.06%
6,710 $0
Q3 2022

Oct 11, 2022
BUY
$45.55 - $47.51 $65,592 - $68,414
1,440 Added 28.4%
6,511 $300,000
Q2 2022

Jul 20, 2022
BUY
$46.22 - $47.82 $234,381 - $242,495
5,071 New
5,071 $238,000

Others Institutions Holding DFSD

# of Institutions
370
Shares Held
77.4M
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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