Wheelhouse Advisory Group LLC Dimensional ETF Tr Short Durat Transaction History

Wheelhouse Advisory Group LLC

  • $203 Billion
  • Q2 2025

A detailed history of Wheelhouse Advisory Group LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Wheelhouse Advisory Group LLC holds 245,823 shares of DFSD stock, worth $11.9 Million. This represents 5.82% of its overall portfolio holdings.

Number of Shares
245,823
Previous 204,306 20.32%
Holding current value
$11.9 Million
Previous $9.71 Billion 21.56%
% of portfolio
5.82%
Previous 5.54%

Shares

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

Jul 23, 2025
BUY
$47.09 - $48.01 $1.96 Million - $1.99 Million
41,517 Added 20.32%
245,823 $11.8 Billion
Q1 2025

Apr 29, 2025
BUY
$46.74 - $47.55 $4.3 Million - $4.37 Million
91,988 Added 81.9%
204,306 $9.71 Billion
Q4 2024

Jan 21, 2025
BUY
$46.75 - $47.8 $3.05 Million - $3.12 Million
65,243 Added 138.59%
112,318 $5.27 Billion
Q3 2024

Oct 29, 2024
BUY
$47.0 - $47.84 $2.21 Million - $2.25 Million
47,075 New
47,075 $2.25 Billion

Others Institutions Holding DFSD

# of Institutions
370
Shares Held
76.5M
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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