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 $128 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
$128 Million
Previous $114 Million
11.4%
% of portfolio
1.54%
Previous 1.35%
Shares
7 transactions
Others Institutions Holding DFSD
# of Institutions
333Shares Held
66.9MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH4.17MShares$197 Million1.31% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.98MShares$141 Million2.55% of portfolio
-
Apella Capital, LLC2.69MShares$128 Million4.45% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.59MShares$123 Million11.2% of portfolio
-
Savant Capital, LLC2.31MShares$109 Million0.88% of portfolio