Barry Investment Advisors, LLC Dimensional ETF Tr Short Durat Transaction History
Barry Investment Advisors, LLC
- $368 Million
- Q1 2025
A detailed history of Barry Investment Advisors, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Barry Investment Advisors, LLC holds 27,463 shares of DFSD stock, worth $1.31 Million. This represents 0.35% of its overall portfolio holdings.
Number of Shares
27,463
Previous 22,999
19.41%
Holding current value
$1.31 Million
Previous $1.08 Million
21.06%
% of portfolio
0.35%
Previous 0.36%
Shares
5 transactions
Others Institutions Holding DFSD
# of Institutions
353Shares Held
68MCall Options Held
0Put Options Held
0-
Buckingham Strategic Partners Saint Louis, MO3.48MShares$166 Million2.69% of portfolio
-
Savant Capital, LLC3.03MShares$145 Million1.09% 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, TX2.64MShares$126 Million11.4% of portfolio