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 $140 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
$140 Million
Previous $127 Million
9.03%
% of portfolio
1.73%
Previous 1.54%
Shares
8 transactions
Others Institutions Holding DFSD
# of Institutions
357Shares Held
71MCall 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$146 Million1.09% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.64MShares$126 Million11.4% of portfolio
-
Planning Center, Inc.2.27MShares$109 Million17.94% of portfolio