Client 1 St Advisory Group, LLC Dimensional ETF Tr Short Durat Transaction History

Client 1 St Advisory Group, LLC

$320 Million
Q4 2025

A detailed history of Client 1 St Advisory Group, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Client 1 St Advisory Group, LLC holds 294,809 shares of DFSD stock, worth $14.2 Million. This represents 4.44% of its overall portfolio holdings.

Number of Shares

294,809

Previous 291,592 1.1%

Holding current value

$14.2 Million

Previous $14.1 Million 1.12%

% of portfolio

4.44%

Previous 4.59%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 12, 2026	BUY	$48.17 - $48.5 $154,962 - $156,024	3,217 Added 1.1%	294,809 $14.2 Million
Q3 2025 Oct 17, 2025	BUY	$47.86 - $48.43 $274,046 - $277,310	5,726 Added 2.0%	291,592 $14.1 Million
Q2 2025 Jul 18, 2025	SELL	$47.09 - $48.01 $208,231 - $212,300	-4,422 Reduced 1.52%	285,866 $13.7 Million
Q1 2025 May 19, 2025	SELL	$46.74 - $47.55 $96,751 - $98,428	-2,070 Reduced 0.71%	290,288 $13.8 Million
Q4 2024 Jan 16, 2025	BUY	$46.75 - $47.8 $1.22 Million - $1.25 Million	26,117 Added 9.81%	292,358 $13.7 Million

Q3 2024 Feb 10, 2025	SELL	$47.0 - $47.84 $877,584 - $893,268	-18,672 Reduced 6.39%	273,686 $13.1 Million
Q2 2024 Aug 08, 2024	BUY	$46.64 - $47.15 $2.04 Million - $2.06 Million	43,737 Added 19.66%	266,241 $12.5 Million
Q1 2024 May 09, 2024	BUY	$46.78 - $47.19 $615,157 - $620,548	13,150 Added 6.28%	222,504 $10.5 Million
Q4 2023 Feb 13, 2024	BUY	$46.16 - $47.09 $3.42 Million - $3.49 Million	74,136 Added 54.83%	209,354 $9.84 Million
Q3 2023 Nov 14, 2023	BUY	$46.24 - $46.65 $3.53 Million - $3.56 Million	76,264 Added 129.36%	135,218 $6.27 Million
Q2 2023 Aug 14, 2023	BUY	$46.28 - $46.83 $2.73 Million - $2.76 Million	58,954 New	58,954 $2.73 Million

Others Institutions Holding DFSD

# of Institutions

391

Shares Held

85.6M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR SHORT DURAT

Ticker DFSD
Sector ETFs
Industry ETFs

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Client 1 St Advisory Group, LLC Dimensional ETF Tr Short Durat Transaction History