Chico Wealth Ria Dimensional ETF Tr Short Durat Transaction History

Chico Wealth Ria

$146 Million
Q3 2025

A detailed history of Chico Wealth Ria transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Chico Wealth Ria holds 178,492 shares of DFSD stock, worth $8.64 Million. This represents 5.91% of its overall portfolio holdings.

Number of Shares

178,492

Holding current value

$8.64 Million

% of portfolio

5.91%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 20, 2025	BUY	$47.86 - $48.43 $8.54 Million - $8.64 Million	178,492 New	178,492 $8.6 Million

Others Institutions Holding DFSD

# of Institutions

378

Shares Held

78.6M

Call Options Held

Put Options Held

Apella Capital, LLC

4M
Shares

$194 Million
4.51% of portfolio
Buckingham Strategic Partners Saint Louis, MO

3.9M
Shares

$189 Million
2.67% of portfolio
Savant Capital, LLC

3.66M
Shares

$177 Million
1.15% of portfolio
Resources Investment Advisors, Llc. Overland Park, KS

3.07M
Shares

$149 Million
1.76% of portfolio
Beaird Harris Wealth Management, LLC Dallas, TX

2.58M
Shares

$125 Million
10.42% of portfolio

View Full List

About DIMENSIONAL ETF TR SHORT DURAT

Ticker DFSD
Sector ETFs
Industry ETFs

More about DFSD

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