Capital Performance Advisors LLP Dimensional ETF Tr Short Durat Transaction History
Capital Performance Advisors LLP
- $449 Million
- Q1 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 $256,495. This represents 0.06% of its overall portfolio holdings.
Number of Shares
5,375
Previous 5,375
-0.0%
Holding current value
$256,495
Previous $251,000
1.59%
% of portfolio
0.06%
Previous 0.08%
Shares
2 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