Pinnacle Family Advisors, LLC Dimensional ETF Tr Short Durat Transaction History

Pinnacle Family Advisors, LLC

$181 Million
Q2 2025

A detailed history of Pinnacle Family Advisors, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Pinnacle Family Advisors, LLC holds 10,121 shares of DFSD stock, worth $487,730. This represents 0.27% of its overall portfolio holdings.

Number of Shares

10,121

Previous 10,816 6.43%

Holding current value

$487,730

Previous $513,000 5.46%

% of portfolio

0.27%

Previous 0.32%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	SELL	$47.09 - $48.01 $32,727 - $33,366	-695 Reduced 6.43%	10,121 $485,000
Q1 2025 May 15, 2025	SELL	$46.74 - $47.55 $60,388 - $61,434	-1,292 Reduced 10.67%	10,816 $513,000
Q4 2024 Feb 14, 2025	BUY	$46.75 - $47.8 $141,465 - $144,642	3,026 Added 33.32%	12,108 $567,000
Q3 2024 Nov 14, 2024	BUY	$47.0 - $47.84 $32,994 - $33,583	702 Added 8.38%	9,082 $433,000
Q2 2024 Aug 14, 2024	BUY	$46.64 - $47.15 $150,553 - $152,200	3,228 Added 62.66%	8,380 $393,000
Q1 2024 May 15, 2024	SELL	$46.78 - $47.19 $7,391 - $7,456	-158 Reduced 2.98%	5,152 $242,000
Q4 2023 Feb 14, 2024	SELL	$46.16 - $47.09 $415 - $423	-9 Reduced 0.17%	5,310 $249,000
Q3 2023 Nov 14, 2023	SELL	$46.24 - $46.65 $134,096 - $135,285	-2,900 Reduced 35.28%	5,319 $246,000
Q2 2023 Aug 14, 2023	BUY	$46.28 - $46.83 $380,375 - $384,895	8,219 New	8,219 $380,000

Others Institutions Holding DFSD

# of Institutions

370

Shares Held

75.6M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR SHORT DURAT

Ticker DFSD
Sector ETFs
Industry ETFs

More about DFSD

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Pinnacle Family Advisors, LLC Dimensional ETF Tr Short Durat Transaction History