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 $6.64 Million. This represents 3.26% of its overall portfolio holdings.
Number of Shares
137,161
Previous 131,696
4.15%
Holding current value
$6.64 Million
Previous $6.26 Million
5.23%
% of portfolio
3.26%
Previous 3.29%
Shares
3 transactions
Others Institutions Holding DFSD
# of Institutions
372Shares Held
77.5MCall Options Held
0Put Options Held
0-
Apella Capital, LLC4MShares$194 Million4.51% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO3.9MShares$189 Million2.67% of portfolio
-
Savant Capital, LLC3.66MShares$177 Million1.15% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.07MShares$149 Million1.76% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.58MShares$125 Million10.42% of portfolio