Fundamentun, LLC Dimensional ETF Tr Short Durat Transaction History

Fundamentun, LLC

$1.57 Billion
Q4 2024

A detailed history of Fundamentun, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Fundamentun, LLC holds 24,799 shares of DFSD stock, worth $1.17 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

24,799

Holding current value

$1.17 Million

% of portfolio

0.07%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 27, 2025	BUY	$46.75 - $47.8 $1.16 Million - $1.19 Million	24,799 New	24,799 $1.16 Million

Others Institutions Holding DFSD

# of Institutions

275

Shares Held

51.2M

Call Options Held

Put Options Held

Beaird Harris Wealth Management, LLC Dallas, TX

2.49M
Shares

$117 Million
11.0% of portfolio
Resources Investment Advisors, Llc. Overland Park, KS

2.39M
Shares

$113 Million
1.35% of portfolio
Savant Capital, LLC

2.31M
Shares

$109 Million
0.88% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

2.08M
Shares

$97.9 Million
1.09% of portfolio
Planning Center, Inc.

2.05M
Shares

$96.5 Million
16.79% of portfolio

View Full List

About DIMENSIONAL ETF TR SHORT DURAT

Ticker DFSD
Sector ETFs
Industry ETFs

More about DFSD

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