Steward Partners Investment Advisory, LLC Dimensional ETF Tr Short Durat Transaction History

Steward Partners Investment Advisory, LLC

  • $16.6 Billion
  • Q3 2025

A detailed history of Steward Partners Investment Advisory, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 213,460 shares of DFSD stock, worth $10.3 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
213,460
Previous 188,990 12.95%
Holding current value
$10.3 Million
Previous $9.07 Million 13.37%
% of portfolio
0.06%
Previous 0.07%

Shares

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

Nov 12, 2025
BUY
$47.86 - $48.43 $1.17 Million - $1.19 Million
24,470 Added 12.95%
213,460 $10.3 Million
Q2 2025

Aug 12, 2025
BUY
$47.09 - $48.01 $944,719 - $963,176
20,062 Added 11.88%
188,990 $9.07 Million
Q1 2025

May 13, 2025
SELL
$46.74 - $47.55 $39,261 - $39,942
-840 Reduced 0.49%
168,928 $8.03 Million
Q4 2024

Feb 06, 2025
BUY
$46.75 - $47.8 $1.5 Million - $1.54 Million
32,138 Added 23.35%
169,768 $7.96 Million
Q3 2024

Nov 14, 2024
BUY
$47.0 - $47.84 $2 Million - $2.04 Million
42,607 Added 44.84%
137,630 $6.57 Million
Q2 2024

Aug 08, 2024
BUY
$46.64 - $47.15 $1.14 Million - $1.15 Million
24,453 Added 34.65%
95,023 $4.47 Million
Q1 2024

May 15, 2024
BUY
$46.78 - $47.19 $1.65 Million - $1.67 Million
35,324 Added 100.22%
70,570 $3.32 Million
Q4 2023

Feb 12, 2024
BUY
$46.16 - $47.09 $199,180 - $203,193
4,315 Added 13.95%
35,246 $1.66 Million
Q3 2023

Nov 13, 2023
BUY
$46.24 - $46.65 $1.43 Million - $1.44 Million
30,931 New
30,931 $1.43 Million

Others Institutions Holding DFSD

# of Institutions
388
Shares Held
84.9M
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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