Better Wealth, LLC Dimensional ETF Tr Short Durat Transaction History
Better Wealth, LLC
- $355 Million
- Q2 2025
A detailed history of Better Wealth, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Better Wealth, LLC holds 25,911 shares of DFSD stock, worth $1.25 Million. This represents 0.35% of its overall portfolio holdings.
Number of Shares
25,911
Previous 25,166
2.96%
Holding current value
$1.25 Million
Previous $1.2 Million
4.02%
% of portfolio
0.35%
Previous 0.37%
Shares
5 transactions
Others Institutions Holding DFSD
# of Institutions
371Shares Held
76MCall Options Held
0Put Options Held
0-
Buckingham Strategic Partners Saint Louis, MO3.9MShares$188 Million2.67% of portfolio
-
Savant Capital, LLC3.66MShares$177 Million1.15% of portfolio
-
Apella Capital, LLC3.4MShares$164 Million4.64% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.07MShares$148 Million1.76% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.58MShares$125 Million10.42% of portfolio