Diversified Portfolios, Inc. Dimensional ETF Tr Short Durat Transaction History
Diversified Portfolios, Inc.
- $905 Million
- Q3 2025
A detailed history of Diversified Portfolios, Inc. transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Diversified Portfolios, Inc. holds 1,129,183 shares of DFSD stock, worth $54.4 Million. This represents 6.01% of its overall portfolio holdings.
Number of Shares
1,129,183
Previous 933,135
21.01%
Holding current value
$54.4 Million
Previous $44.8 Million
21.46%
% of portfolio
6.01%
Previous 5.26%
Shares
6 transactions
Others Institutions Holding DFSD
# of Institutions
388Shares Held
84.7MCall Options Held
0Put Options Held
0-
Buckingham Strategic Partners Saint Louis, MO5.06MShares$244 Million2.96% of portfolio
-
Savant Capital, LLC4.15MShares$200 Million1.12% of portfolio
-
Apella Capital, LLC4MShares$193 Million4.51% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.24MShares$156 Million1.75% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.96MShares$143 Million11.13% of portfolio