Nova R Wealth, Inc. Dimensional ETF Tr Short Durat Transaction History

Nova R Wealth, Inc.

$190 Million
Q4 2024

A detailed history of Nova R Wealth, Inc. transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Nova R Wealth, Inc. holds 21,407 shares of DFSD stock, worth $1.01 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares

21,407

Holding current value

$1.01 Million

% of portfolio

0.53%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 30, 2025	BUY	$46.75 - $47.8 $1 Million - $1.02 Million	21,407 New	21,407 $1 Million

Others Institutions Holding DFSD

# of Institutions

327

Shares Held

65.8M

Call Options Held

Put Options Held

Essential Planning, Llc. Portsmouth, NH

4.17M
Shares

$196 Million
1.31% of portfolio
Buckingham Strategic Partners Saint Louis, MO

2.98M
Shares

$140 Million
2.55% of portfolio
Resources Investment Advisors, Llc. Overland Park, KS

2.71M
Shares

$128 Million
1.54% of portfolio
Beaird Harris Wealth Management, LLC Dallas, TX

2.59M
Shares

$122 Million
11.2% of portfolio
Savant Capital, LLC

2.31M
Shares

$109 Million
0.88% of portfolio

View Full List

About DIMENSIONAL ETF TR SHORT DURAT

Ticker DFSD
Sector ETFs
Industry ETFs

More about DFSD

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