Nova R Wealth, Inc. Dimensional ETF Tr Short Durat Transaction History
Nova R Wealth, Inc.
- $202 Million
- Q2 2025
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 137,161 shares of DFSD stock, worth $6.57 Million. This represents 3.26% of its overall portfolio holdings.
Number of Shares
137,161
Previous 131,696
4.15%
Holding current value
$6.57 Million
Previous $6.26 Million
5.23%
% of portfolio
3.26%
Previous 3.29%
Shares
3 transactions
Others Institutions Holding DFSD
# of Institutions
360Shares Held
71.1MCall Options Held
0Put Options Held
0-
Buckingham Strategic Partners Saint Louis, MO3.48MShares$167 Million2.69% 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