Pinnacle Family Advisors, LLC Dimensional ETF Tr Short Durat Transaction History

Pinnacle Family Advisors, LLC

  • $201 Million
  • Q3 2025

A detailed history of Pinnacle Family Advisors, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Pinnacle Family Advisors, LLC holds 11,270 shares of DFSD stock, worth $543,214. This represents 0.27% of its overall portfolio holdings.

Number of Shares
11,270
Previous 10,121 11.35%
Holding current value
$543,214
Previous $485,000 11.96%
% of portfolio
0.27%
Previous 0.27%

Shares

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

Nov 14, 2025
BUY
$47.86 - $48.43 $54,991 - $55,646
1,149 Added 11.35%
11,270 $543,000
Q2 2025

Aug 14, 2025
SELL
$47.09 - $48.01 $32,727 - $33,366
-695 Reduced 6.43%
10,121 $485,000
Q1 2025

May 15, 2025
SELL
$46.74 - $47.55 $60,388 - $61,434
-1,292 Reduced 10.67%
10,816 $513,000
Q4 2024

Feb 14, 2025
BUY
$46.75 - $47.8 $141,465 - $144,642
3,026 Added 33.32%
12,108 $567,000
Q3 2024

Nov 14, 2024
BUY
$47.0 - $47.84 $32,994 - $33,583
702 Added 8.38%
9,082 $433,000
Q2 2024

Aug 14, 2024
BUY
$46.64 - $47.15 $150,553 - $152,200
3,228 Added 62.66%
8,380 $393,000
Q1 2024

May 15, 2024
SELL
$46.78 - $47.19 $7,391 - $7,456
-158 Reduced 2.98%
5,152 $242,000
Q4 2023

Feb 14, 2024
SELL
$46.16 - $47.09 $415 - $423
-9 Reduced 0.17%
5,310 $249,000
Q3 2023

Nov 14, 2023
SELL
$46.24 - $46.65 $134,096 - $135,285
-2,900 Reduced 35.28%
5,319 $246,000
Q2 2023

Aug 14, 2023
BUY
$46.28 - $46.83 $380,375 - $384,895
8,219 New
8,219 $380,000

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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