Resources Investment Advisors, Llc. Dimensional ETF Tr Short Durat Transaction History
Resources Investment Advisors, Llc.
- $8.28 Billion
- Q4 2024
A detailed history of Resources Investment Advisors, Llc. transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Resources Investment Advisors, Llc. holds 2,712,839 shares of DFSD stock, worth $129 Million. This represents 1.54% of its overall portfolio holdings.
Number of Shares
2,712,839
Previous 2,391,290
13.45%
Holding current value
$129 Million
Previous $114 Million
11.4%
% of portfolio
1.54%
Previous 1.35%
Shares
7 transactions
Others Institutions Holding DFSD
# of Institutions
329Shares Held
65.9MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH4.17MShares$198 Million1.31% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.98MShares$141 Million2.55% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.59MShares$123 Million11.2% of portfolio
-
Savant Capital, LLC2.31MShares$110 Million0.88% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$98.6 Million1.09% of portfolio