Babb Wealth Advisors LLC Dimensional ETF Tr Short Durat Transaction History
Babb Wealth Advisors LLC
- $125 Billion
- Q1 2025
A detailed history of Babb Wealth Advisors LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Babb Wealth Advisors LLC holds 82,680 shares of DFSD stock, worth $3.96 Million. This represents 3.15% of its overall portfolio holdings.
Number of Shares
82,680
Previous 85,430
3.22%
Holding current value
$3.96 Million
Previous $4 Billion
1.9%
% of portfolio
3.15%
Previous 3.23%
Shares
2 transactions
Others Institutions Holding DFSD
# of Institutions
360Shares Held
71.1MCall Options Held
0Put Options Held
0-
Buckingham Strategic Partners Saint Louis, MO3.48MShares$167 Million2.69% of portfolio
-
Apella Capital, LLC3.4MShares$163 Million4.64% of portfolio
-
Savant Capital, LLC3.03MShares$145 Million1.09% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.92MShares$140 Million1.73% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.64MShares$126 Million11.4% of portfolio