Dixon Fnancial Services, Inc. Dimensional ETF Tr Short Durat Transaction History
Dixon Fnancial Services, Inc.
- $196 Million
- Q2 2025
A detailed history of Dixon Fnancial Services, Inc. transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Dixon Fnancial Services, Inc. holds 9,688 shares of DFSD stock, worth $466,283. This represents 0.24% of its overall portfolio holdings.
Number of Shares
9,688
Previous 9,961
2.74%
Holding current value
$466,283
Previous $473,000
1.69%
% of portfolio
0.24%
Previous 0.26%
Shares
7 transactions
Others Institutions Holding DFSD
# of Institutions
360Shares Held
74.5MCall Options Held
0Put Options Held
0-
Buckingham Strategic Partners Saint Louis, MO3.9MShares$188 Million2.67% of portfolio
-
Savant Capital, LLC3.66MShares$176 Million1.15% of portfolio
-
Apella Capital, LLC3.4MShares$163 Million4.64% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.07MShares$148 Million1.76% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.64MShares$127 Million11.4% of portfolio