J.W. Cole Advisors, Inc. Dimensional ETF Tr Short Durat Transaction History

J.W. Cole Advisors, Inc.

$4.58 Billion
Q2 2025

A detailed history of J.W. Cole Advisors, Inc. transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, J.W. Cole Advisors, Inc. holds 5,465 shares of DFSD stock, worth $263,467. This represents 0.01% of its overall portfolio holdings.

Number of Shares

5,465

Holding current value

$263,467

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 12, 2025	BUY	$47.09 - $48.01 $257,346 - $262,374	5,465 New	5,465 $262,000

Others Institutions Holding DFSD

# of Institutions

381

Shares Held

80.3M

Call Options Held

Put Options Held

Apella Capital, LLC

4M
Shares

$193 Million
4.51% of portfolio
Buckingham Strategic Partners Saint Louis, MO

3.9M
Shares

$188 Million
2.67% of portfolio
Savant Capital, LLC

3.66M
Shares

$176 Million
1.15% of portfolio
Resources Investment Advisors, Llc. Overland Park, KS

3.07M
Shares

$148 Million
1.76% of portfolio
Beaird Harris Wealth Management, LLC Dallas, TX

2.58M
Shares

$124 Million
10.42% of portfolio

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About DIMENSIONAL ETF TR SHORT DURAT

Ticker DFSD
Sector ETFs
Industry ETFs

More about DFSD

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J.W. Cole Advisors, Inc. Dimensional ETF Tr Short Durat Transaction History