Keystone Financial Group, Inc. Dimensional ETF Tr Short Durat Transaction History
Keystone Financial Group, Inc.
- $157 Billion
- Q2 2025
A detailed history of Keystone Financial Group, Inc. transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Keystone Financial Group, Inc. holds 107,297 shares of DFSD stock, worth $5.14 Million. This represents 3.28% of its overall portfolio holdings.
Number of Shares
107,297
Previous 80,812
32.77%
Holding current value
$5.14 Million
Previous $3.85 Billion
33.83%
% of portfolio
3.28%
Previous 2.71%
Shares
3 transactions
Others Institutions Holding DFSD
# of Institutions
362Shares Held
71.6MCall Options Held
0Put Options Held
0-
Buckingham Strategic Partners Saint Louis, MO3.9MShares$187 Million2.67% of portfolio
-
Apella Capital, LLC3.4MShares$163 Million4.64% of portfolio
-
Savant Capital, LLC3.03MShares$145 Million1.09% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.92MShares$140 Million1.73% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.64MShares$126 Million11.4% of portfolio