Di Nuzzo Private Wealth, Inc. Dimensional ETF Tr Short Durat Transaction History
Di Nuzzo Private Wealth, Inc.
- $697 Million
- Q3 2025
A detailed history of Di Nuzzo Private Wealth, Inc. transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Di Nuzzo Private Wealth, Inc. holds 1,948,094 shares of DFSD stock, worth $93.9 Million. This represents 13.47% of its overall portfolio holdings.
Number of Shares
1,948,094
Previous 1,898,104
2.63%
Holding current value
$93.9 Million
Previous $91.1 Million
3.02%
% of portfolio
13.47%
Previous 13.86%
Shares
9 transactions
Others Institutions Holding DFSD
# of Institutions
380Shares Held
80.2MCall Options Held
0Put Options Held
0-
Apella Capital, LLC4MShares$193 Million4.51% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO3.9MShares$188 Million2.67% of portfolio
-
Savant Capital, LLC3.66MShares$176 Million1.15% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.07MShares$148 Million1.76% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.58MShares$124 Million10.42% of portfolio