Fonville Wealth Management LLC Dimensional ETF Tr Short Durat Transaction History
Fonville Wealth Management LLC
- $395 Billion
- Q2 2025
A detailed history of Fonville Wealth Management LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Fonville Wealth Management LLC holds 7,935 shares of DFSD stock, worth $383,101. This represents 0.1% of its overall portfolio holdings.
Number of Shares
7,935Holding current value
$383,101% of portfolio
0.1%Shares
1 transactions
Others Institutions Holding DFSD
# of Institutions
371Shares Held
76.1MCall Options Held
0Put Options Held
0-
Buckingham Strategic Partners Saint Louis, MO3.9MShares$188 Million2.67% of portfolio
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Savant Capital, LLC3.66MShares$177 Million1.15% of portfolio
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Apella Capital, LLC3.4MShares$164 Million4.64% of portfolio
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Resources Investment Advisors, Llc. Overland Park, KS3.07MShares$148 Million1.76% of portfolio
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Beaird Harris Wealth Management, LLC Dallas, TX2.58MShares$125 Million10.42% of portfolio