Triad Wealth Partners, LLC Dimensional ETF Tr Short Durat Transaction History
Triad Wealth Partners, LLC
- $775 Billion
- Q3 2025
A detailed history of Triad Wealth Partners, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Triad Wealth Partners, LLC holds 9,294 shares of DFSD stock, worth $447,970. This represents 0.06% of its overall portfolio holdings.
Number of Shares
9,294Holding current value
$447,970% of portfolio
0.06%Shares
1 transactions
Others Institutions Holding DFSD
# of Institutions
380Shares Held
80.3MCall Options Held
0Put Options Held
0-
Savant Capital, LLC4.15MShares$200 Million1.12% of portfolio
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Apella Capital, LLC4MShares$193 Million4.51% of portfolio
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Buckingham Strategic Partners Saint Louis, MO3.9MShares$188 Million2.67% of portfolio
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Resources Investment Advisors, Llc. Overland Park, KS3.07MShares$148 Million1.76% of portfolio
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Beaird Harris Wealth Management, LLC Dallas, TX2.58MShares$124 Million10.42% of portfolio