Integrated Wealth Concepts LLC Dimensional ETF Tr Short Durat Put Options Transaction History

Integrated Wealth Concepts LLC

$10.1 Billion
Q3 2025

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding DFSD

# of Institutions

389

Shares Held

84.6M

Call Options Held

0

Put Options Held

0

Buckingham Strategic Partners Saint Louis, MO

5.06M
Shares

$245 Million
2.96% of portfolio
Savant Capital, LLC

4.15M
Shares

$201 Million
1.12% of portfolio
Apella Capital, LLC

4M
Shares

$193 Million
4.51% of portfolio
Resources Investment Advisors, Llc. Overland Park, KS

3.24M
Shares

$156 Million
1.75% of portfolio
Beaird Harris Wealth Management, LLC Dallas, TX

2.96M
Shares

$143 Million
11.13% of portfolio

About DIMENSIONAL ETF TR SHORT DURAT

Ticker DFSD
Sector ETFs
Industry ETFs

More about DFSD

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