Coppell Advisory Solutions Corp. Dimensional ETF Tr Short Durat Transaction History

Coppell Advisory Solutions Corp.

$531 Billion
Q1 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 17, 2023	BUY	$45.19 - $46.47 $41,258 - $42,427	913 New	913 $42.1 Million

Others Institutions Holding DFSD

# of Institutions

280

Shares Held

53.5M

Call Options Held

0

Put Options Held

0

Beaird Harris Wealth Management, LLC Dallas, TX

2.49M
Shares

$117 Million
11.0% of portfolio
Resources Investment Advisors, Llc. Overland Park, KS

2.39M
Shares

$113 Million
1.35% of portfolio
Savant Capital, LLC

2.31M
Shares

$109 Million
0.88% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

2.08M
Shares

$98 Million
1.09% of portfolio
Planning Center, Inc.

2.05M
Shares

$96.5 Million
16.79% of portfolio

About DIMENSIONAL ETF TR SHORT DURAT

Ticker DFSD
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