Diversified Portfolios, Inc. Dimensional ETF Tr Short Durat Transaction History
Diversified Portfolios, Inc.
- $778 Million
- Q1 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 825,569 shares of DFSD stock, worth $39.4 Million. This represents 5.04% of its overall portfolio holdings.
Number of Shares
825,569
Previous 563,958
46.39%
Holding current value
$39.4 Million
Previous $26.4 Million
48.39%
% of portfolio
5.04%
Previous 3.13%
Shares
4 transactions
Others Institutions Holding DFSD
# of Institutions
339Shares Held
68.3MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH4.17MShares$199 Million1.31% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.98MShares$142 Million2.55% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.92MShares$139 Million1.73% of portfolio
-
Apella Capital, LLC2.69MShares$129 Million4.45% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.59MShares$124 Million11.2% of portfolio