Capital Performance Advisors LLP Dimensional ETF Tr Short Durat Transaction History
Capital Performance Advisors LLP
- $597 Million
- Q3 2025
A detailed history of Capital Performance Advisors LLP transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Capital Performance Advisors LLP holds 5,375 shares of DFSD stock, worth $260,257. This represents 0.04% of its overall portfolio holdings.
Number of Shares
5,375
Previous 5,375
-0.0%
Holding current value
$260,257
Previous $258,000
0.39%
% of portfolio
0.04%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding DFSD
# of Institutions
378Shares Held
78.6MCall Options Held
0Put Options Held
0-
Apella Capital, LLC4MShares$194 Million4.51% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO3.9MShares$189 Million2.67% of portfolio
-
Savant Capital, LLC3.66MShares$177 Million1.15% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.07MShares$149 Million1.76% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.58MShares$125 Million10.42% of portfolio