Poinciana Advisors Group, LLC Dimensional ETF Tr Short Durat Transaction History

Poinciana Advisors Group, LLC

  • $118 Billion
  • Q3 2025

A detailed history of Poinciana Advisors Group, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Poinciana Advisors Group, LLC holds 16,914 shares of DFSD stock, worth $815,254. This represents 0.69% of its overall portfolio holdings.

Number of Shares
16,914
Previous 6,562 157.76%
Holding current value
$815,254
Previous $315 Million 158.72%
% of portfolio
0.69%
Previous 0.28%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 31, 2025
BUY
$47.86 - $48.43 $495,446 - $501,347
10,352 Added 157.76%
16,914 $815 Million
Q2 2025

Jul 17, 2025
BUY
$47.09 - $48.01 $98,700 - $100,628
2,096 Added 46.93%
6,562 $315 Million
Q1 2025

Apr 30, 2025
SELL
$46.74 - $47.55 $1,495 - $1,521
-32 Reduced 0.71%
4,466 $212 Million
Q4 2024

Feb 10, 2025
BUY
$46.75 - $47.8 $210,281 - $215,004
4,498 New
4,498 $211 Million

Others Institutions Holding DFSD

# of Institutions
388
Shares Held
84.7M
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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