Guardian Wealth Management, LLC Dimensional ETF Tr Short Durat Transaction History
Guardian Wealth Management, LLC
- $315 Billion
- Q4 2025
A detailed history of Guardian Wealth Management, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Guardian Wealth Management, LLC holds 406,426 shares of DFSD stock, worth $19.6 Million. This represents 6.18% of its overall portfolio holdings.
Number of Shares
406,426Holding current value
$19.6 Million% of portfolio
6.18%Shares
1 transactions
Others Institutions Holding DFSD
# of Institutions
391Shares Held
86.4MCall Options Held
0Put Options Held
0-
Buckingham Strategic Partners Saint Louis, MO5.06MShares$244 Million2.96% of portfolio
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Savant Capital, LLC4.15MShares$200 Million1.12% of portfolio
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Apella Capital, LLC4MShares$193 Million4.51% of portfolio
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Resources Investment Advisors, Llc. Overland Park, KS3.24MShares$156 Million1.75% of portfolio
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Beaird Harris Wealth Management, LLC Dallas, TX2.96MShares$143 Million11.13% of portfolio