Wealthquest Corp Dimensional ETF Tr Short Durat Transaction History

Wealthquest Corp

$1.11 Billion
Q3 2025

A detailed history of Wealthquest Corp transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Wealthquest Corp holds 655,001 shares of DFSD stock, worth $31.6 Million. This represents 2.85% of its overall portfolio holdings.

Number of Shares

655,001

Previous 605,612 8.16%

Holding current value

$31.6 Million

Previous $29.1 Million 8.56%

% of portfolio

2.85%

Previous 2.79%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 05, 2025	BUY	$47.86 - $48.43 $2.36 Million - $2.39 Million	49,389 Added 8.16%	655,001 $31.6 Million
Q2 2025 Aug 13, 2025	BUY	$47.09 - $48.01 $28.5 Million - $29.1 Million	605,612 New	605,612 $29.1 Million
Q3 2022 Nov 08, 2022	SELL	$45.55 - $47.51 $5.1 Million - $5.32 Million	-111,997 Reduced 72.5%	42,475 $1.95 Million
Q2 2022 Aug 12, 2022	BUY	$46.22 - $47.82 $5.07 Million - $5.25 Million	109,780 Added 245.64%	154,472 $7.24 Million
Q4 2021 Feb 14, 2022	BUY	$49.93 - $50.13 $2.23 Million - $2.24 Million	44,692 New	44,692 $2.23 Million

Others Institutions Holding DFSD

# of Institutions

388

Shares Held

84.7M

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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Wealthquest Corp Dimensional ETF Tr Short Durat Transaction History