Shore Point Advisors, LLC Dimensional ETF Tr Short Durat Transaction History
Shore Point Advisors, LLC
- $214 Million
- Q3 2025
A detailed history of Shore Point Advisors, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Shore Point Advisors, LLC holds 67,985 shares of DFSD stock, worth $3.28 Million. This represents 1.53% of its overall portfolio holdings.
Number of Shares
67,985
Previous 44,471
52.87%
Holding current value
$3.28 Million
Previous $2.14 Million
53.44%
% of portfolio
1.53%
Previous 1.08%
Shares
12 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