Orion Portfolio Solutions, LLC Dimensional ETF Tr Short Durat Transaction History
Orion Portfolio Solutions, LLC
- $9.27 Billion
- Q1 2025
A detailed history of Orion Portfolio Solutions, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Orion Portfolio Solutions, LLC holds 81,477 shares of DFSD stock, worth $3.95 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
81,477
Previous 69,714
16.87%
Holding current value
$3.95 Million
Previous $3.31 Million
16.88%
% of portfolio
0.04%
Previous 0.04%
Shares
15 transactions
Others Institutions Holding DFSD
# of Institutions
370Shares Held
77.4MCall 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