Brady Martz Wealth Solutions, LLC Dimensional ETF Tr Short Durat Transaction History
Brady Martz Wealth Solutions, LLC
- $517 Billion
- Q2 2025
A detailed history of Brady Martz Wealth Solutions, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Brady Martz Wealth Solutions, LLC holds 285,564 shares of DFSD stock, worth $13.8 Million. This represents 2.65% of its overall portfolio holdings.
Number of Shares
285,564
Previous 156,070
82.97%
Holding current value
$13.8 Million
Previous $7.42 Billion
84.86%
% of portfolio
2.65%
Previous 1.68%
Shares
3 transactions
Others Institutions Holding DFSD
# of Institutions
370Shares Held
75.6MCall 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