Oceanside Advisors LLC Dimensional ETF Tr Short Durat Transaction History
Oceanside Advisors LLC
- $138 Billion
- Q1 2025
A detailed history of Oceanside Advisors LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Oceanside Advisors LLC holds 256,456 shares of DFSD stock, worth $12.2 Million. This represents 8.82% of its overall portfolio holdings.
Number of Shares
256,456
Previous 237,955
7.77%
Holding current value
$12.2 Million
Previous $11.2 Billion
9.25%
% of portfolio
8.82%
Previous 8.32%
Shares
6 transactions
Others Institutions Holding DFSD
# of Institutions
336Shares Held
67.6MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH4.17MShares$198 Million1.31% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.98MShares$142 Million2.55% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.71MShares$129 Million1.54% of portfolio
-
Apella Capital, LLC2.69MShares$128 Million4.45% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.59MShares$123 Million11.2% of portfolio