Disciplined Investments, LLC Dimensional ETF Tr Short Durat Transaction History
Disciplined Investments, LLC
- $226 Million
- Q2 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 151,836 shares of DFSD stock, worth $7.33 Million. This represents 3.23% of its overall portfolio holdings.
Number of Shares
151,836
Previous 110,328
37.62%
Holding current value
$7.33 Million
Previous $5.24 Million
39.02%
% of portfolio
3.23%
Previous 2.5%
Shares
10 transactions
Others Institutions Holding DFSD
# of Institutions
369Shares Held
75.4MCall Options Held
0Put Options Held
0-
Buckingham Strategic Partners Saint Louis, MO3.9MShares$188 Million2.67% of portfolio
-
Savant Capital, LLC3.66MShares$177 Million1.15% of portfolio
-
Apella Capital, LLC3.4MShares$164 Million4.64% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.07MShares$148 Million1.76% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.58MShares$125 Million10.42% of portfolio