Hartmann Taylor Wealth Management, LLC Dimensional ETF Tr Short Durat Transaction History
Hartmann Taylor Wealth Management, LLC
- $139 Billion
- Q3 2025
A detailed history of Hartmann Taylor Wealth Management, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Hartmann Taylor Wealth Management, LLC holds 44,065 shares of DFSD stock, worth $2.13 Million. This represents 1.52% of its overall portfolio holdings.
Number of Shares
44,065
Previous 42,265
4.26%
Holding current value
$2.13 Million
Previous $2.03 Billion
4.65%
% of portfolio
1.52%
Previous 1.69%
Shares
3 transactions
Others Institutions Holding DFSD
# of Institutions
372Shares Held
77.5MCall Options Held
0Put Options Held
0-
Apella Capital, LLC4MShares$194 Million4.51% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO3.9MShares$189 Million2.67% of portfolio
-
Savant Capital, LLC3.66MShares$177 Million1.15% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.07MShares$149 Million1.76% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.58MShares$125 Million10.42% of portfolio