Hmv Wealth Advisors, LLC Dimensional ETF Tr Short Durat Transaction History

Hmv Wealth Advisors, LLC

  • $200 Billion
  • Q4 2025

A detailed history of Hmv Wealth Advisors, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Hmv Wealth Advisors, LLC holds 14,940 shares of DFSD stock, worth $720,108. This represents 0.36% of its overall portfolio holdings.

Number of Shares
14,940
Previous 12,375 20.73%
Holding current value
$720,108
Previous $596 Million 20.13%
% of portfolio
0.36%
Previous 0.33%

Shares

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

Jan 20, 2026
BUY
$48.17 - $48.5 $123,556 - $124,402
2,565 Added 20.73%
14,940 $716 Million
Q3 2025

Oct 10, 2025
BUY
$47.86 - $48.43 $77,293 - $78,214
1,615 Added 15.01%
12,375 $596 Million
Q2 2025

Jul 23, 2025
BUY
$47.09 - $48.01 $232,624 - $237,169
4,940 Added 84.88%
10,760 $517 Million
Q1 2025

Apr 16, 2025
BUY
$46.74 - $47.55 $272,026 - $276,741
5,820 New
5,820 $277 Million

Others Institutions Holding DFSD

# of Institutions
393
Shares Held
87.8M
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
Track This Portfolio

Track Hmv Wealth Advisors, LLC Portfolio

Follow Hmv Wealth Advisors, 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 Hmv Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hmv Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email