Porter White Investment Advisors, Inc. Dimensional ETF Tr Short Durat Transaction History

Porter White Investment Advisors, Inc.

$233 Billion
Q3 2025

A detailed history of Porter White Investment Advisors, Inc. transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Porter White Investment Advisors, Inc. holds 68,126 shares of DFSD stock, worth $3.3 Million. This represents 1.41% of its overall portfolio holdings.

Number of Shares

68,126

Previous 49,004 39.02%

Holding current value

$3.3 Million

Previous $2.35 Billion 39.54%

% of portfolio

1.41%

Previous 1.1%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 22, 2025	BUY	$47.86 - $48.43 $915,178 - $926,078	19,122 Added 39.02%	68,126 $3.28 Billion
Q2 2025 Jul 17, 2025	BUY	$47.09 - $48.01 $318,187 - $324,403	6,757 Added 15.99%	49,004 $2.35 Billion
Q1 2025 May 30, 2025	BUY	$46.74 - $47.55 $1.97 Million - $2.01 Million	42,247 New	42,247 $2.01 Billion
Q4 2024 Jun 16, 2025	SELL	$46.75 - $47.8 $852,299 - $871,441	-18,231 Reduced 43.15%	24,016 $1.13 Billion
Q3 2024 Jul 07, 2025	BUY	$47.0 - $47.84 $10,857 - $11,051	231 Added 1.45%	16,161 $772 Million
Q2 2024 Jul 07, 2025	SELL	$46.64 - $47.15 $1.23 Million - $1.24 Million	-26,317 Reduced 62.29%	15,930 $749 Million
Q1 2024 Jul 15, 2025	BUY	$46.78 - $47.19 $453,204 - $457,176	9,688 Added 90.17%	20,432 $961 Million
Q4 2023 Jul 15, 2025	BUY	$46.16 - $47.09 $6,877 - $7,016	149 Added 1.41%	10,744 $505 Million
Q3 2023 Jul 15, 2025	BUY	$46.24 - $46.65 $5,502 - $5,551	119 Added 1.14%	10,595 $491 Million
Q2 2023 Jul 15, 2025	BUY	$46.28 - $46.83 $53,222 - $53,854	1,150 Added 12.33%	10,476 $486 Million
Q1 2023 Jul 15, 2025	BUY	$46.1 - $46.75 $54,674 - $55,445	1,186 Added 14.57%	9,326 $435 Million
Q4 2022 Jul 15, 2025	SELL	$45.19 - $46.47 $1.54 Million - $1.58 Million	-34,107 Reduced 80.73%	8,140 $375 Million

Others Institutions Holding DFSD

# of Institutions

378

Shares Held

78.9M

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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Porter White Investment Advisors, Inc. Dimensional ETF Tr Short Durat Transaction History