Sowell Financial Services LLC Dimensional ETF Tr Short Durat Transaction History

Sowell Financial Services LLC

  • $2.46 Billion
  • Q3 2025

A detailed history of Sowell Financial Services LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Sowell Financial Services LLC holds 58,599 shares of DFSD stock, worth $2.82 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
58,599
Previous 46,308 26.54%
Holding current value
$2.82 Million
Previous $2.22 Million 26.99%
% of portfolio
0.11%
Previous 0.1%

Shares

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

Oct 17, 2025
BUY
$47.86 - $48.43 $588,247 - $595,253
12,291 Added 26.54%
58,599 $2.82 Million
Q2 2025

Jul 11, 2025
BUY
$47.09 - $48.01 $103,032 - $105,045
2,188 Added 4.96%
46,308 $2.22 Million
Q1 2025

Apr 17, 2025
BUY
$46.74 - $47.55 $11,778 - $11,982
252 Added 0.57%
44,120 $2.1 Million
Q4 2024

Feb 07, 2025
SELL
$46.75 - $47.8 $114,303 - $116,871
-2,445 Reduced 5.28%
43,868 $2.06 Million
Q3 2024

Oct 04, 2024
BUY
$47.0 - $47.84 $2.18 Million - $2.22 Million
46,313 New
46,313 $2.21 Million

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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