Mutual Advisors, LLC Dimensional ETF Tr Short Durat Transaction History
Mutual Advisors, LLC
- $3.73 Billion
- Q2 2025
A detailed history of Mutual Advisors, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Mutual Advisors, LLC holds 5,179 shares of DFSD stock, worth $249,576. This represents 0.01% of its overall portfolio holdings.
Number of Shares
5,179
Previous 4,260
21.57%
Holding current value
$249,576
Previous $202,000
22.77%
% of portfolio
0.01%
Previous 0.01%
Shares
8 transactions
Others Institutions Holding DFSD
# of Institutions
358Shares Held
74.2MCall Options Held
0Put Options Held
0-
Buckingham Strategic Partners Saint Louis, MO3.9MShares$188 Million2.67% of portfolio
-
Savant Capital, LLC3.66MShares$176 Million1.15% of portfolio
-
Apella Capital, LLC3.4MShares$164 Million4.64% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.92MShares$141 Million1.73% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.64MShares$127 Million11.4% of portfolio