Hmv Wealth Advisors, LLC Dimensional ETF Tr Short Durat Transaction History
Hmv Wealth Advisors, LLC
- $153 Billion
- Q2 2025
A detailed history of Hmv Wealth Advisors, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Hmv Wealth Advisors, LLC holds 10,760 shares of DFSD stock, worth $517,878. This represents 0.34% of its overall portfolio holdings.
Number of Shares
10,760
Previous 5,820
84.88%
Holding current value
$517,878
Previous $277 Million
86.79%
% of portfolio
0.34%
Previous 0.22%
Shares
2 transactions
Others Institutions Holding DFSD
# of Institutions
360Shares Held
74.5MCall Options Held
0Put Options Held
0-
Buckingham Strategic Partners Saint Louis, MO3.9MShares$188 Million2.67% of portfolio
-
Savant Capital, LLC3.66MShares$176 Million1.15% of portfolio
-
Apella Capital, LLC3.4MShares$163 Million4.64% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.07MShares$148 Million1.76% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.64MShares$127 Million11.4% of portfolio