55 North Private Wealth, LLC Dimensional ETF Tr Short Durat Transaction History
55 North Private Wealth, LLC
- $380 Billion
- Q4 2025
A detailed history of 55 North Private Wealth, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, 55 North Private Wealth, LLC holds 865,677 shares of DFSD stock, worth $41.7 Million. This represents 10.94% of its overall portfolio holdings.
Number of Shares
865,677Holding current value
$41.7 Million% of portfolio
10.94%Shares
1 transactions
Others Institutions Holding DFSD
# of Institutions
395Shares Held
89.5MCall Options Held
0Put Options Held
0-
Buckingham Strategic Partners Saint Louis, MO5.06MShares$244 Million2.96% of portfolio
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Apella Capital, LLC4.51MShares$217 Million4.59% of portfolio
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Savant Capital, LLC4.15MShares$200 Million1.12% of portfolio
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Resources Investment Advisors, Llc. Overland Park, KS3.24MShares$156 Million1.75% of portfolio
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Beaird Harris Wealth Management, LLC Dallas, TX2.96MShares$143 Million11.13% of portfolio