A detailed history of Advyzon Investment Management, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Advyzon Investment Management, LLC holds 9,655 shares of DFSD stock, worth $465,371. This represents 0.08% of its overall portfolio holdings.

Number of Shares
9,655
Previous 5,212 85.25%
Holding current value
$465,371
Previous $250 Million 85.94%
% of portfolio
0.08%
Previous 0.06%

Shares

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

Nov 10, 2025

BUY
$47.86 - $48.43 $212,641 - $215,174
4,443 Added 85.25%
9,655 $465 Million
Q2 2025

Aug 07, 2025

BUY
$47.09 - $48.01 $245,433 - $250,228
5,212 New
5,212 $250 Million

Others Institutions Holding DFSD

About DIMENSIONAL ETF TR SHORT DURAT


  • Ticker DFSD
  • Sector ETFs
  • Industry ETFs
More about DFSD
Track This Portfolio

Track Advyzon Investment Management, LLC Portfolio

Follow Advyzon Investment Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Advyzon Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Advyzon Investment Management, LLC with notifications on news.