Wealthspire Advisors, LLC Dimensional ETF Tr Short Durat Transaction History

Wealthspire Advisors, LLC

  • $17.6 Billion
  • Q2 2025

A detailed history of Wealthspire Advisors, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 34,558 shares of DFSD stock, worth $1.67 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
34,558
Previous 17,832 93.8%
Holding current value
$1.67 Million
Previous $847,000 95.87%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025
BUY
$47.09 - $48.01 $787,627 - $803,015
16,726 Added 93.8%
34,558 $1.66 Million
Q4 2024

Feb 03, 2025
BUY
$46.75 - $47.8 $833,646 - $852,369
17,832 New
17,832 $835,000

Others Institutions Holding DFSD

# of Institutions
370
Shares Held
75.6M
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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