Sentinel Wealth Management, Inc. Dimensional ETF Tr Short Durat Transaction History
Sentinel Wealth Management, Inc.
- $115 Million
- Q3 2025
A detailed history of Sentinel Wealth Management, Inc. transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Sentinel Wealth Management, Inc. holds 36,944 shares of DFSD stock, worth $1.78 Million. This represents 1.55% of its overall portfolio holdings.
Number of Shares
36,944
Previous 36,411
1.46%
Holding current value
$1.78 Million
Previous $1.75 Million
1.83%
% of portfolio
1.55%
Previous 1.64%
Shares
2 transactions
Others Institutions Holding DFSD
# of Institutions
388Shares Held
84.6MCall Options Held
0Put Options Held
0-
Buckingham Strategic Partners Saint Louis, MO5.06MShares$244 Million2.96% of portfolio
-
Savant Capital, LLC4.15MShares$200 Million1.12% of portfolio
-
Apella Capital, LLC4MShares$193 Million4.51% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.24MShares$156 Million1.75% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.96MShares$143 Million11.13% of portfolio