Discipline Wealth Solutions, LLC Dimensional ETF Tr Short Durat Transaction History
Discipline Wealth Solutions, LLC
- $354 Million
- Q3 2025
A detailed history of Discipline Wealth Solutions, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Discipline Wealth Solutions, LLC holds 210,579 shares of DFSD stock, worth $10.2 Million. This represents 2.86% of its overall portfolio holdings.
Number of Shares
210,579Holding current value
$10.2 Million% of portfolio
2.86%Shares
1 transactions
Others Institutions Holding DFSD
# of Institutions
378Shares Held
78.6MCall Options Held
0Put Options Held
0-
Apella Capital, LLC4MShares$194 Million4.51% of portfolio
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Buckingham Strategic Partners Saint Louis, MO3.9MShares$189 Million2.67% of portfolio
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Savant Capital, LLC3.66MShares$177 Million1.15% of portfolio
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Resources Investment Advisors, Llc. Overland Park, KS3.07MShares$149 Million1.76% of portfolio
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Beaird Harris Wealth Management, LLC Dallas, TX2.58MShares$125 Million10.42% of portfolio