Kaufman Rossin Wealth, LLC Dimensional ETF Tr Short Durat Transaction History
Kaufman Rossin Wealth, LLC
- $192 Billion
- Q4 2025
A detailed history of Kaufman Rossin Wealth, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Kaufman Rossin Wealth, LLC holds 44,113 shares of DFSD stock, worth $2.13 Million. This represents 1.1% of its overall portfolio holdings.
Number of Shares
44,113
Previous 39,453
11.81%
Holding current value
$2.13 Million
Previous $1.9 Billion
11.26%
% of portfolio
1.1%
Previous 1.04%
Shares
5 transactions
Others Institutions Holding DFSD
# of Institutions
395Shares Held
89.5MCall Options Held
0Put Options Held
0-
Buckingham Strategic Partners Saint Louis, MO5.06MShares$244 Million2.96% of portfolio
-
Apella Capital, LLC4.51MShares$217 Million4.59% of portfolio
-
Savant Capital, LLC4.15MShares$200 Million1.12% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.24MShares$156 Million1.75% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.96MShares$143 Million11.13% of portfolio