Straight Path Wealth Management Dimensional ETF Tr Short Durat Transaction History

Straight Path Wealth Management

$262 Million
Q2 2025

A detailed history of Straight Path Wealth Management transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Straight Path Wealth Management holds 7,261 shares of DFSD stock, worth $350,415. This represents 0.13% of its overall portfolio holdings.

Number of Shares

7,261

Previous 7,260 0.01%

Holding current value

$350,415

Previous $344,000 1.16%

% of portfolio

0.13%

Previous 0.16%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 29, 2025	BUY	$47.09 - $48.01 $47 - $48	1 Added 0.01%	7,261 $348,000
Q1 2025 Apr 28, 2025	SELL	$46.74 - $47.55 $79,084 - $80,454	-1,692 Reduced 18.9%	7,260 $344,000
Q4 2024 Feb 06, 2025	SELL	$46.75 - $47.8 $26,460 - $27,054	-566 Reduced 5.95%	8,952 $419,000
Q3 2024 Nov 06, 2024	SELL	$47.0 - $47.84 $4.72 Million - $4.8 Million	-100,363 Reduced 91.34%	9,518 $454,000
Q2 2024 Aug 15, 2024	BUY	$46.64 - $47.15 $597,225 - $603,755	12,805 Added 13.19%	109,881 $5.16 Million
Q1 2024 Apr 30, 2024	BUY	$46.78 - $47.19 $543,817 - $548,583	11,625 Added 13.6%	97,076 $4.57 Million
Q4 2023 Jan 23, 2024	BUY	$46.16 - $47.09 $316,288 - $322,660	6,852 Added 8.72%	85,451 $4.02 Million
Q3 2023 Oct 31, 2023	BUY	$46.24 - $46.65 $503,137 - $507,598	10,881 Added 16.07%	78,599 $3.65 Million
Q2 2023 Jul 25, 2023	BUY	$46.28 - $46.83 $393,796 - $398,476	8,509 Added 14.37%	67,718 $3.14 Million
Q1 2023 Apr 26, 2023	BUY	$46.1 - $46.75 $336,437 - $341,181	7,298 Added 14.06%	59,209 $2.76 Million
Q4 2022 Jan 20, 2023	BUY	$45.19 - $46.47 $1.8 Million - $1.85 Million	39,781 Added 327.96%	51,911 $0
Q3 2022 Oct 21, 2022	BUY	$45.55 - $47.51 $271,523 - $283,207	5,961 Added 96.63%	12,130 $558,000
Q2 2022 Jul 19, 2022	BUY	$46.22 - $47.82 $285,131 - $295,001	6,169 New	6,169 $289,000

Others Institutions Holding DFSD

# of Institutions

370

Shares Held

75.6M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR SHORT DURAT

Ticker DFSD
Sector ETFs
Industry ETFs

More about DFSD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Straight Path Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Straight Path Wealth Management with notifications on news.

Account

Straight Path Wealth Management Dimensional ETF Tr Short Durat Transaction History