Disciplined Investments, LLC Dimensional ETF Tr Short Durat Transaction History
Disciplined Investments, LLC
- $210 Million
- Q1 2025
A detailed history of Disciplined Investments, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Disciplined Investments, LLC holds 110,328 shares of DFSD stock, worth $5.24 Million. This represents 2.5% of its overall portfolio holdings.
Number of Shares
110,328
Previous 105,203
4.87%
Holding current value
$5.24 Million
Previous $4.93 Million
6.33%
% of portfolio
2.5%
Previous 2.5%
Shares
9 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