Client 1 St Advisory Group, LLC Dimensional ETF Tr Short Durat Transaction History
Client 1 St Advisory Group, LLC
- $253 Million
- Q1 2025
A detailed history of Client 1 St Advisory Group, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Client 1 St Advisory Group, LLC holds 290,288 shares of DFSD stock, worth $13.9 Million. This represents 5.45% of its overall portfolio holdings.
Number of Shares
290,288
Previous 292,358
0.71%
Holding current value
$13.9 Million
Previous $13.7 Million
0.65%
% of portfolio
5.45%
Previous 5.35%
Shares
8 transactions
Others Institutions Holding DFSD
# of Institutions
354Shares Held
68.2MCall 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