Keystone Financial Group, Inc. Dimensional ETF Tr Short Durat Transaction History
Keystone Financial Group, Inc.
- $142 Billion
- Q1 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 80,812 shares of DFSD stock, worth $3.86 Million. This represents 2.71% of its overall portfolio holdings.
Number of Shares
80,812
Previous 67,977
18.88%
Holding current value
$3.86 Million
Previous $3.19 Billion
20.78%
% of portfolio
2.71%
Previous 2.58%
Shares
2 transactions
Others Institutions Holding DFSD
# of Institutions
354Shares Held
68.2MCall Options Held
0Put Options Held
0-
Buckingham Strategic Partners Saint Louis, MO3.48MShares$166 Million2.69% of portfolio
-
Savant Capital, LLC3.03MShares$145 Million1.09% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.92MShares$139 Million1.73% of portfolio
-
Apella Capital, LLC2.69MShares$129 Million4.45% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.64MShares$126 Million11.4% of portfolio