Ifp Advisors, Inc Dimensional ETF Tr Short Durat Transaction History
Ifp Advisors, Inc
- $3.28 Billion
 - Q2 2025
 
A detailed history of Ifp Advisors, Inc transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Ifp Advisors, Inc holds 43,005 shares of DFSD stock, worth $2.07 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
43,005
              Previous 266,740
              
        
           83.88%
        
      
          
        Holding current value
$2.07 Million
            Previous $12.7 Million
            
        
           83.72%
        
      
          
        % of portfolio
0.06%
            Previous 0.41%
          
        Shares
	  16 transactions
	
  Others Institutions Holding DFSD
# of Institutions
381Shares Held
80.3MCall Options Held
0Put Options Held
0- 
    
      Apella Capital, LLC4MShares$193 Million4.51% of portfolio
 - 
    
      Buckingham Strategic Partners Saint Louis, MO3.9MShares$188 Million2.67% of portfolio
 - 
    
      Savant Capital, LLC3.66MShares$176 Million1.15% of portfolio
 - 
    
      Resources Investment Advisors, Llc. Overland Park, KS3.07MShares$148 Million1.76% of portfolio
 - 
    
      Beaird Harris Wealth Management, LLC Dallas, TX2.58MShares$124 Million10.42% of portfolio