Parkshore Wealth Management, Inc. Dimensional ETF Tr Short Durat Transaction History
Parkshore Wealth Management, Inc.
- $205 Billion
- Q2 2025
A detailed history of Parkshore Wealth Management, Inc. transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Parkshore Wealth Management, Inc. holds 155,234 shares of DFSD stock, worth $7.44 Million. This represents 3.64% of its overall portfolio holdings.
Number of Shares
155,234
Previous 106,478
45.79%
Holding current value
$7.44 Million
Previous $5.06 Billion
47.29%
% of portfolio
3.64%
Previous 2.94%
Shares
3 transactions
Others Institutions Holding DFSD
# of Institutions
353Shares Held
68.9MCall 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