Resources Investment Advisors, Llc. Dimensional ETF Tr Short Durat Transaction History
Resources Investment Advisors, Llc.
- $8.37 Billion
- Q2 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 3,068,288 shares of DFSD stock, worth $148 Million. This represents 1.76% of its overall portfolio holdings.
Number of Shares
3,068,288
Previous 2,917,879
5.15%
Holding current value
$148 Million
Previous $139 Million
6.24%
% of portfolio
1.76%
Previous 1.73%
Shares
9 transactions
Others Institutions Holding DFSD
# of Institutions
370Shares Held
75.6MCall Options Held
0Put Options Held
0-
Buckingham Strategic Partners Saint Louis, MO3.9MShares$188 Million2.67% of portfolio
-
Savant Capital, LLC3.66MShares$177 Million1.15% of portfolio
-
Apella Capital, LLC3.4MShares$164 Million4.64% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.58MShares$125 Million10.42% of portfolio
-
Planning Center, Inc.2.33MShares$113 Million17.31% of portfolio