Dynamic Advisor Solutions LLC Dimensional ETF Tr Short Durat Transaction History
Dynamic Advisor Solutions LLC
- $2.97 Billion
- Q1 2025
A detailed history of Dynamic Advisor Solutions LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Dynamic Advisor Solutions LLC holds 239,196 shares of DFSD stock, worth $11.3 Million. This represents 0.38% of its overall portfolio holdings.
Number of Shares
239,196
Previous 236,004
1.35%
Holding current value
$11.3 Million
Previous $11.1 Million
2.74%
% of portfolio
0.38%
Previous 0.48%
Shares
10 transactions
Others Institutions Holding DFSD
# of Institutions
334Shares Held
66.9MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH4.17MShares$198 Million1.31% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.98MShares$141 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