Applied Capital LLC Dimensional ETF Tr Short Durat Transaction History
Applied Capital LLC
- $165 Million
- Q1 2024
A detailed history of Applied Capital LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Applied Capital LLC holds 33,972 shares of DFSD stock, worth $1.62 Million. This represents 0.97% of its overall portfolio holdings.
Number of Shares
33,972
Previous 35,614
4.61%
Holding current value
$1.62 Million
Previous $1.67 Million
4.54%
% of portfolio
0.97%
Previous 0.95%
Shares
8 transactions
Others Institutions Holding DFSD
# of Institutions
251Shares Held
42.7MCall Options Held
0Put Options Held
0-
Beaird Harris Wealth Management, LLC Dallas, TX2.37MShares$113 Million11.04% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.18MShares$104 Million1.31% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$99 Million1.09% of portfolio
-
Di Nuzzo Private Wealth, Inc. Beaver, PA2MShares$95.3 Million16.24% of portfolio
-
Planning Center, Inc.1.97MShares$94 Million16.69% of portfolio