Bcu Wealth Advisors, LLC Dimensional ETF Tr Short Durat Transaction History
Bcu Wealth Advisors, LLC
- $192 Billion
- Q1 2025
A detailed history of Bcu Wealth Advisors, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Bcu Wealth Advisors, LLC holds 271,479 shares of DFSD stock, worth $12.9 Million. This represents 6.71% of its overall portfolio holdings.
Number of Shares
271,479
Previous 259,994
4.42%
Holding current value
$12.9 Million
Previous $12.2 Billion
5.84%
% of portfolio
6.71%
Previous 6.96%
Shares
6 transactions
Others Institutions Holding DFSD
# of Institutions
333Shares Held
66.9MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH4.17MShares$197 Million1.31% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.98MShares$141 Million2.55% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.71MShares$128 Million1.54% of portfolio
-
Apella Capital, LLC2.69MShares$128 Million4.45% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.59MShares$123 Million11.2% of portfolio