Coppell Advisory Solutions LLC Dimensional ETF Tr Short Durat Transaction History
Coppell Advisory Solutions LLC
- $680 Billion
- Q3 2024
A detailed history of Coppell Advisory Solutions LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Coppell Advisory Solutions LLC holds 765 shares of DFSD stock, worth $35,932. This represents 0.01% of its overall portfolio holdings.
Number of Shares
765
Previous 846
9.57%
Holding current value
$35,932
Previous $39.8 Million
8.07%
% of portfolio
0.01%
Previous 0.01%
Shares
7 transactions
Others Institutions Holding DFSD
# of Institutions
263Shares Held
50.2MCall Options Held
0Put Options Held
0-
Beaird Harris Wealth Management, LLC Dallas, TX2.49MShares$117 Million11.0% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.39MShares$112 Million1.35% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$97.6 Million1.09% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.02MShares$95 Million2.21% of portfolio
-
Planning Center, Inc.2.01MShares$94.5 Million16.23% of portfolio