Omni 360 Wealth, Inc. Dimensional ETF Tr Short Durat Transaction History
Omni 360 Wealth, Inc.
- $178 Billion
- Q3 2025
A detailed history of Omni 360 Wealth, Inc. transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Omni 360 Wealth, Inc. holds 8,126 shares of DFSD stock, worth $393,460. This represents 0.22% of its overall portfolio holdings.
Number of Shares
8,126
Previous 8,122
0.05%
Holding current value
$393,460
Previous $390 Million
0.42%
% of portfolio
0.22%
Previous 0.19%
Shares
2 transactions
Others Institutions Holding DFSD
# of Institutions
378Shares Held
78.6MCall 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