Wheelhouse Advisory Group LLC Dimensional ETF Tr Short Durat Transaction History

Wheelhouse Advisory Group LLC

$263 Billion
Q4 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 461,742 shares of DFSD stock, worth $22.3 Million. This represents 8.44% of its overall portfolio holdings.

Number of Shares

461,742

Previous 325,250 41.97%

Holding current value

$22.3 Million

Previous $15.7 Billion 41.46%

% of portfolio

8.44%

Previous 6.75%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 29, 2026	BUY	$48.17 - $48.5 $6.57 Million - $6.62 Million	136,492 Added 41.97%	461,742 $22.2 Billion
Q3 2025 Oct 28, 2025	BUY	$47.86 - $48.43 $3.8 Million - $3.85 Million	79,427 Added 32.31%	325,250 $15.7 Billion
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

397

Shares Held

90.9M

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 Wheelhouse Advisory Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wheelhouse Advisory Group LLC with notifications on news.

Account

Wheelhouse Advisory Group LLC Dimensional ETF Tr Short Durat Transaction History