Investment Advisory Group, LLC Dimensional ETF Tr Short Durat Transaction History

Investment Advisory Group, LLC

  • $355 Million
  • Q3 2025

A detailed history of Investment Advisory Group, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Investment Advisory Group, LLC holds 4,365 shares of DFSD stock, worth $210,393. This represents 0.06% of its overall portfolio holdings.

Number of Shares
4,365
Holding current value
$210,393
% of portfolio
0.06%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025
BUY
$47.86 - $48.43 $208,908 - $211,396
4,365 New
4,365 $210,000
Q3 2023

Oct 16, 2023
SELL
$46.24 - $46.65 $41,246 - $41,611
-892 Reduced 14.68%
5,183 $240,000
Q4 2022

Jan 19, 2023
BUY
$45.19 - $46.47 $274,529 - $282,305
6,075 New
6,075 $0

Others Institutions Holding DFSD

# of Institutions
388
Shares Held
84.7M
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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