Allegiance Financial Group Advisory Services LLC Dimensional ETF Tr Short Durat Transaction History

Allegiance Financial Group Advisory Services LLC

$435 Billion
Q3 2025

A detailed history of Allegiance Financial Group Advisory Services LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Allegiance Financial Group Advisory Services LLC holds 431,825 shares of DFSD stock, worth $20.8 Million. This represents 4.79% of its overall portfolio holdings.

Number of Shares

431,825

Previous 374,223 15.39%

Holding current value

$20.8 Million

Previous $18 Billion 15.82%

% of portfolio

4.79%

Previous 4.76%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 29, 2025	BUY	$47.86 - $48.43 $2.76 Million - $2.79 Million	57,602 Added 15.39%	431,825 $20.8 Billion
Q2 2025 Jul 23, 2025	BUY	$47.09 - $48.01 $1.06 Million - $1.08 Million	22,530 Added 6.41%	374,223 $18 Billion
Q1 2025 May 05, 2025	BUY	$46.74 - $47.55 $1.82 Million - $1.85 Million	38,879 Added 12.43%	351,693 $16.7 Billion
Q4 2024 Feb 04, 2025	BUY	$46.75 - $47.8 $1.58 Million - $1.62 Million	33,837 Added 12.13%	312,814 $14.7 Billion
Q3 2024 Nov 13, 2024	BUY	$47.0 - $47.84 $948,742 - $965,698	20,186 Added 7.8%	278,977 $13.3 Billion

Q2 2024 Jul 24, 2024	BUY	$46.64 - $47.15 $2 Million - $2.02 Million	42,845 Added 19.84%	258,791 $12.2 Billion
Q1 2024 Apr 30, 2024	BUY	$46.78 - $47.19 $1.73 Million - $1.74 Million	36,906 Added 20.61%	215,946 $10.2 Billion
Q4 2023 Jan 22, 2024	BUY	$46.16 - $47.09 $852,990 - $870,176	18,479 Added 11.51%	179,040 $8.42 Billion
Q3 2023 Oct 31, 2023	BUY	$46.24 - $46.65 $1.22 Million - $1.23 Million	26,454 Added 19.73%	160,561 $7.45 Billion
Q2 2023 Jul 26, 2023	BUY	$46.28 - $46.83 $2.22 Million - $2.24 Million	47,894 Added 55.55%	134,107 $6.22 Billion
Q1 2023 Apr 25, 2023	BUY	$46.1 - $46.75 $2.1 Million - $2.13 Million	45,611 Added 112.34%	86,213 $4.02 Billion
Q4 2022 Feb 01, 2023	BUY	$45.19 - $46.47 $1.83 Million - $1.89 Million	40,602 New	40,602 $1.87 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
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Allegiance Financial Group Advisory Services LLC Dimensional ETF Tr Short Durat Transaction History