White Wing Wealth Management Dimensional ETF Tr Short Durat Transaction History

White Wing Wealth Management

$162 Million
Q4 2025

A detailed history of White Wing Wealth Management transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, White Wing Wealth Management holds 135,958 shares of DFSD stock, worth $6.55 Million. This represents 4.04% of its overall portfolio holdings.

Number of Shares

135,958

Previous 113,134 20.17%

Holding current value

$6.55 Million

Previous $5.45 Million 20.22%

% of portfolio

4.04%

Previous 3.45%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 15, 2026	BUY	$48.17 - $48.5 $1.1 Million - $1.11 Million	22,824 Added 20.17%	135,958 $6.55 Million
Q3 2025 Oct 31, 2025	BUY	$47.86 - $48.43 $1.1 Million - $1.11 Million	23,005 Added 25.52%	113,134 $5.45 Million
Q2 2025 Jul 10, 2025	SELL	$47.09 - $48.01 $241,665 - $246,387	-5,132 Reduced 5.39%	90,129 $4.33 Million
Q1 2025 Apr 21, 2025	SELL	$46.74 - $47.55 $1.8 Million - $1.84 Million	-38,615 Reduced 28.84%	95,261 $4.53 Million
Q4 2024 Feb 03, 2025	BUY	$46.75 - $47.8 $516,494 - $528,094	11,048 Added 8.99%	133,876 $6.28 Million

Q3 2024 Oct 07, 2024	BUY	$47.0 - $47.84 $48,081 - $48,940	1,023 Added 0.84%	122,828 $5.86 Million
Q2 2024 Aug 01, 2024	BUY	$46.64 - $47.15 $68,700 - $69,451	1,473 Added 1.22%	121,805 $5.72 Million
Q1 2024 Apr 17, 2024	BUY	$46.78 - $47.19 $468,127 - $472,230	10,007 Added 9.07%	120,332 $5.66 Million
Q4 2023 Jan 25, 2024	BUY	$46.16 - $47.09 $5.09 Million - $5.2 Million	110,325 New	110,325 $5.19 Million

Others Institutions Holding DFSD

# of Institutions

391

Shares Held

85.6M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR SHORT DURAT

Ticker DFSD
Sector ETFs
Industry ETFs

More about DFSD

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White Wing Wealth Management Dimensional ETF Tr Short Durat Transaction History