Geo Wealth Management, LLC Dimensional ETF Tr Short Durat Transaction History

Geo Wealth Management, LLC

$2.58 Billion
Q3 2025

A detailed history of Geo Wealth Management, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Geo Wealth Management, LLC holds 7,152 shares of DFSD stock, worth $344,726. This represents 0.01% of its overall portfolio holdings.

Number of Shares

7,152

Previous 1,665 329.55%

Holding current value

$344,726

Previous $79,000 335.44%

% of portfolio

0.01%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	BUY	$47.86 - $48.43 $262,607 - $265,735	5,487 Added 329.55%	7,152 $344,000
Q2 2025 Aug 13, 2025	SELL	$47.09 - $48.01 $298,786 - $304,623	-6,345 Reduced 79.21%	1,665 $79,000
Q1 2025 May 09, 2025	BUY	$46.74 - $47.55 $334,985 - $340,790	7,167 Added 850.18%	8,010 $380,000
Q4 2024 Feb 13, 2025	BUY	$46.75 - $47.8 $561 - $573	12 Added 1.44%	843 $39,000
Q3 2024 Nov 12, 2024	BUY	$47.0 - $47.84 $36,989 - $37,650	787 Added 1788.64%	831 $39,000

Q2 2024 Aug 12, 2024	BUY	$46.64 - $47.15 $2,005 - $2,027	43 Added 4300.0%	44 $2,000
Q1 2024 May 15, 2024	BUY	$46.78 - $47.19 $46 - $47	1 New	1 $0

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
Sector ETFs
Industry ETFs

More about DFSD

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Geo Wealth Management, LLC Dimensional ETF Tr Short Durat Transaction History