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 $149 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
$149 Million
            Previous $139 Million
            
        
           6.24%
        
      
          
        % of portfolio
1.76%
            Previous 1.73%
          
        Shares
	  9 transactions
	
  Others Institutions Holding DFSD
# of Institutions
380Shares Held
80.1MCall Options Held
0Put Options Held
0- 
    
      Apella Capital, LLC4MShares$194 Million4.51% of portfolio
- 
    
      Buckingham Strategic Partners Saint Louis, MO3.9MShares$189 Million2.67% of portfolio
- 
    
      Savant Capital, LLC3.66MShares$177 Million1.15% of portfolio
- 
    
      Beaird Harris Wealth Management, LLC Dallas, TX2.58MShares$125 Million10.42% of portfolio
- 
    
      Planning Center, Inc.2.42MShares$117 Million17.17% of portfolio