Resources Investment Advisors, Llc. Dimensional ETF Tr Short Durat Transaction History
Resources Investment Advisors, Llc.
- $8.01 Billion
- Q1 2025
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 2,917,879 shares of DFSD stock, worth $139 Million. This represents 1.73% of its overall portfolio holdings.
Number of Shares
2,917,879
Previous 2,712,839
7.56%
Holding current value
$139 Million
Previous $127 Million
9.03%
% of portfolio
1.73%
Previous 1.54%
Shares
8 transactions
Others Institutions Holding DFSD
# of Institutions
353Shares Held
68MCall Options Held
0Put Options Held
0-
Buckingham Strategic Partners Saint Louis, MO3.48MShares$166 Million2.69% of portfolio
-
Savant Capital, LLC3.03MShares$145 Million1.09% of portfolio
-
Apella Capital, LLC2.69MShares$129 Million4.45% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.64MShares$126 Million11.4% of portfolio
-
Planning Center, Inc.2.27MShares$108 Million17.94% of portfolio