Wheelhouse Advisory Group LLC Dimensional ETF Tr Short Durat Transaction History

Wheelhouse Advisory Group LLC

$232 Billion
Q3 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 325,250 shares of DFSD stock, worth $15.7 Million. This represents 6.75% of its overall portfolio holdings.

Number of Shares

325,250

Previous 245,823 32.31%

Holding current value

$15.7 Million

Previous $11.8 Billion 32.81%

% of portfolio

6.75%

Previous 5.82%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

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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Wheelhouse Advisory Group LLC Dimensional ETF Tr Short Durat Transaction History