Five Oceans Advisors Dimensional ETF Tr Short Durat Transaction History
Five Oceans Advisors
- $188 Million
- Q1 2025
A detailed history of Five Oceans Advisors transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Five Oceans Advisors holds 52,642 shares of DFSD stock, worth $2.51 Million. This represents 1.33% of its overall portfolio holdings.
Number of Shares
52,642
Previous 56,168
6.28%
Holding current value
$2.51 Million
Previous $2.63 Million
5.01%
% of portfolio
1.33%
Previous 1.34%
Shares
11 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