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
359Shares Held
73.2MCall 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$164 Million4.64% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.92MShares$141 Million1.73% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.64MShares$127 Million11.4% of portfolio