Ifp Advisors, Inc Dimensional ETF Tr Short Durat Transaction History
Ifp Advisors, Inc
- $3.07 Billion
- Q1 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 266,740 shares of DFSD stock, worth $12.7 Million. This represents 0.41% of its overall portfolio holdings.
Number of Shares
266,740
Previous 298,482
10.63%
Holding current value
$12.7 Million
Previous $14 Million
9.41%
% of portfolio
0.41%
Previous 0.48%
Shares
15 transactions
Others Institutions Holding DFSD
# of Institutions
352Shares Held
67.8MCall Options Held
0Put Options Held
0-
Buckingham Strategic Partners Saint Louis, MO3.48MShares$166 Million2.69% of portfolio
-
Savant Capital, LLC3.03MShares$144 Million1.09% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.92MShares$139 Million1.73% of portfolio
-
Apella Capital, LLC2.69MShares$128 Million4.45% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.64MShares$125 Million11.4% of portfolio