Shearwater Capital LLC Dimensional ETF Tr Short Durat Transaction History
Shearwater Capital LLC
- $147 Million
- Q4 2024
A detailed history of Shearwater Capital LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Shearwater Capital LLC holds 8,570 shares of DFSD stock, worth $405,103. This represents 0.27% of its overall portfolio holdings.
Number of Shares
8,570
Previous 8,570
-0.0%
Holding current value
$405,103
Previous $409,000
1.96%
% of portfolio
0.27%
Previous 0.28%
Shares
5 transactions
Others Institutions Holding DFSD
# of Institutions
320Shares Held
64.1MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH4.17MShares$197 Million1.31% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.71MShares$128 Million1.54% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.59MShares$122 Million11.2% of portfolio
-
Savant Capital, LLC2.31MShares$109 Million0.88% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$98.2 Million1.09% of portfolio