Coppell Advisory Solutions LLC Dimensional ETF Tr Short Durat Transaction History
Coppell Advisory Solutions LLC
- $502 Billion
- Q4 2023
A detailed history of Coppell Advisory Solutions LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Coppell Advisory Solutions LLC holds 1,404 shares of DFSD stock, worth $66,254. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,404
Previous 913
53.78%
Holding current value
$66,254
Previous $42.1 Million
56.85%
% of portfolio
0.01%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding DFSD
# of Institutions
224Shares Held
34.8MCall Options Held
0Put Options Held
0-
Beaird Harris Wealth Management, LLC Dallas, TX2.25MShares$106 Million10.59% of portfolio
-
Di Nuzzo Private Wealth, Inc. Beaver, PA1.95MShares$91.8 Million15.85% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS1.77MShares$83.5 Million1.34% of portfolio
-
High Tower Advisors, LLC Chicago, IL1.58MShares$74.5 Million0.12% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.58MShares$74.4 Million0.84% of portfolio