Rialto Wealth Management, LLC Dimensional ETF Tr Short Durat Transaction History
Rialto Wealth Management, LLC
- $342 Million
- Q2 2025
A detailed history of Rialto Wealth Management, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Rialto Wealth Management, LLC holds 552 shares of DFSD stock, worth $26,611. This represents 0.01% of its overall portfolio holdings.
Number of Shares
552
Previous 552
-0.0%
Holding current value
$26,611
Previous $26,000
-0.0%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding DFSD
# of Institutions
380Shares Held
80.2MCall Options Held
0Put Options Held
0-
Apella Capital, LLC4MShares$193 Million4.51% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO3.9MShares$188 Million2.67% of portfolio
-
Savant Capital, LLC3.66MShares$176 Million1.15% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.07MShares$148 Million1.76% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.58MShares$124 Million10.42% of portfolio