Aptus Capital Advisors, LLC Dimensional ETF Tr Short Durat Transaction History
Aptus Capital Advisors, LLC
- $8.9 Billion
- Q4 2024
A detailed history of Aptus Capital Advisors, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Aptus Capital Advisors, LLC holds 2,074 shares of DFSD stock, worth $98,971. This represents 0.0% of its overall portfolio holdings.
Number of Shares
2,074
Previous 2,032
2.07%
Holding current value
$98,971
Previous $97,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding DFSD
# of Institutions
338Shares Held
68.3MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH4.17MShares$199 Million1.31% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.98MShares$142 Million2.55% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.92MShares$139 Million1.73% of portfolio
-
Apella Capital, LLC2.69MShares$129 Million4.45% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.59MShares$124 Million11.2% of portfolio