City State Bank Dimensional ETF Tr Short Durat Transaction History
City State Bank
- $297 Million
- Q1 2025
A detailed history of City State Bank transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, City State Bank holds 143,641 shares of DFSD stock, worth $6.83 Million. This represents 2.3% of its overall portfolio holdings.
Number of Shares
143,641
Previous 109,964
30.63%
Holding current value
$6.83 Million
Previous $5.16 Million
32.43%
% of portfolio
2.3%
Previous 1.84%
Shares
5 transactions
Others Institutions Holding DFSD
# of Institutions
331Shares Held
66.7MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH4.17MShares$198 Million1.31% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.98MShares$142 Million2.55% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.71MShares$129 Million1.54% of portfolio
-
Apella Capital, LLC2.69MShares$128 Million4.45% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.59MShares$123 Million11.2% of portfolio