Hb Wealth Management, LLC Dimensional ETF Tr Short Durat Transaction History

Hb Wealth Management, LLC

  • $14.5 Billion
  • Q3 2025

A detailed history of Hb Wealth Management, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Hb Wealth Management, LLC holds 17,231 shares of DFSD stock, worth $834,325. This represents 0.01% of its overall portfolio holdings.

Number of Shares
17,231
Previous 8,754 96.84%
Holding current value
$834,325
Previous $420,000 97.62%
% of portfolio
0.01%
Previous 0.0%

Shares

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

Oct 23, 2025
BUY
$47.86 - $48.43 $405,709 - $410,541
8,477 Added 96.84%
17,231 $830,000
Q2 2025

Jul 17, 2025
SELL
$47.09 - $48.01 $33,104 - $33,751
-703 Reduced 7.43%
8,754 $420,000
Q1 2025

May 07, 2025
BUY
$46.74 - $47.55 $442,020 - $449,680
9,457 New
9,457 $449,000

Others Institutions Holding DFSD

# of Institutions
379
Shares Held
79.9M
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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