Bcu Wealth Advisors, LLC Dimensional ETF Tr Short Durat Transaction History
Bcu Wealth Advisors, LLC
- $223 Billion
- Q2 2025
A detailed history of Bcu Wealth Advisors, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Bcu Wealth Advisors, LLC holds 307,781 shares of DFSD stock, worth $14.8 Million. This represents 6.64% of its overall portfolio holdings.
Number of Shares
307,781
Previous 271,479
13.37%
Holding current value
$14.8 Million
Previous $12.9 Billion
14.54%
% of portfolio
6.64%
Previous 6.71%
Shares
7 transactions
Others Institutions Holding DFSD
# of Institutions
360Shares Held
74.5MCall Options Held
0Put Options Held
0-
Buckingham Strategic Partners Saint Louis, MO3.9MShares$188 Million2.67% of portfolio
-
Savant Capital, LLC3.66MShares$176 Million1.15% of portfolio
-
Apella Capital, LLC3.4MShares$163 Million4.64% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.07MShares$148 Million1.76% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.64MShares$127 Million11.4% of portfolio