Great Waters Wealth Management Dimensional ETF Tr Short Durat Transaction History

Great Waters Wealth Management

$769 Billion
Q2 2025

A detailed history of Great Waters Wealth Management transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Great Waters Wealth Management holds 1,242,440 shares of DFSD stock, worth $59.6 Million. This represents 7.76% of its overall portfolio holdings.

Number of Shares

1,242,440

Previous 1,189,286 4.47%

Holding current value

$59.6 Million

Previous $56.5 Billion 5.55%

% of portfolio

7.76%

Previous 7.84%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 11, 2025	BUY	$47.09 - $48.01 $2.5 Million - $2.55 Million	53,154 Added 4.47%	1,242,440 $59.6 Billion
Q1 2025 Apr 14, 2025	SELL	$46.74 - $47.55 $1.59 Million - $1.62 Million	-34,059 Reduced 2.78%	1,189,286 $56.5 Billion
Q4 2024 Jan 16, 2025	BUY	$46.75 - $47.8 $6.2 Million - $6.34 Million	132,724 Added 12.17%	1,223,345 $57.4 Billion
Q3 2024 Oct 04, 2024	BUY	$47.0 - $47.84 $6.28 Million - $6.4 Million	133,692 Added 13.97%	1,090,621 $52.1 Billion
Q2 2024 Jul 08, 2024	BUY	$46.64 - $47.15 $7.32 Million - $7.4 Million	156,849 Added 19.6%	956,929 $45 Billion
Q1 2024 Apr 08, 2024	BUY	$46.78 - $47.19 $7.27 Million - $7.33 Million	155,371 Added 24.1%	800,080 $37.6 Billion
Q4 2023 Jan 19, 2024	BUY	$46.16 - $47.09 $1.08 Million - $1.11 Million	23,468 Added 3.78%	644,709 $30.2 Billion
Q3 2023 Oct 11, 2023	BUY	$46.24 - $46.65 $4.39 Million - $4.43 Million	94,917 Added 18.03%	621,241 $28.8 Billion
Q2 2023 Jul 07, 2023	BUY	$46.28 - $46.83 $4.11 Million - $4.16 Million	88,826 Added 20.3%	526,324 $24.4 Billion
Q1 2023 Apr 25, 2023	BUY	$46.1 - $46.75 $5.13 Million - $5.2 Million	111,237 Added 34.09%	437,498 $20.4 Billion
Q4 2022 Feb 03, 2023	BUY	$45.19 - $46.47 $14.7 Million - $15.2 Million	326,261 New	326,261 $15.2 Billion

Others Institutions Holding DFSD

# of Institutions

353

Shares Held

68.9M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR SHORT DURAT

Ticker DFSD
Sector ETFs
Industry ETFs

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Great Waters Wealth Management Dimensional ETF Tr Short Durat Transaction History