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

Hfg Wealth Management, LLC

  • $181 Billion
  • Q4 2025

A detailed history of Hfg Wealth Management, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Hfg Wealth Management, LLC holds 14,713 shares of DFSD stock, worth $709,166. This represents 0.39% of its overall portfolio holdings.

Number of Shares
14,713
Previous 14,228 3.41%
Holding current value
$709,166
Previous $686 Million 2.89%
% of portfolio
0.39%
Previous 0.37%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 15, 2026
BUY
$48.17 - $48.5 $23,362 - $23,522
485 Added 3.41%
14,713 $705 Million
Q3 2025

Nov 14, 2025
SELL
$47.86 - $48.43 $162,963 - $164,904
-3,405 Reduced 19.31%
14,228 $686 Million
Q3 2025

Oct 03, 2025
BUY
$47.86 - $48.43 $131,758 - $133,327
2,753 Added 18.5%
17,633 $847 Million
Q2 2025

Jul 09, 2025
BUY
$47.09 - $48.01 $9,653 - $9,842
205 Added 1.4%
14,880 $707 Million
Q1 2025

Apr 08, 2025
BUY
$46.74 - $47.55 $54,592 - $55,538
1,168 Added 8.65%
14,675 $688 Million
Q4 2024

Jan 13, 2025
BUY
$46.75 - $47.8 $23,468 - $23,995
502 Added 3.86%
13,507 $645 Million
Q2 2024

Aug 20, 2024
BUY
$46.64 - $47.15 $75,556 - $76,383
1,620 Added 14.23%
13,005 $611 Million
Q1 2024

Jun 27, 2024
SELL
$46.78 - $47.19 $845,361 - $852,770
-18,071 Reduced 61.35%
11,385 $536 Million
Q4 2023

Jun 27, 2024
BUY
$46.16 - $47.09 $887,102 - $904,975
19,218 Added 187.71%
29,456 $1.38 Billion
Q1 2023

Jun 27, 2024
BUY
$46.1 - $46.75 $471,971 - $478,626
10,238 New
10,238 $478 Million

Others Institutions Holding DFSD

# of Institutions
391
Shares Held
86.4M
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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