Shore Point Advisors, LLC Dimensional ETF Tr Short Durat Transaction History
Shore Point Advisors, LLC
- $197 Million
- Q2 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 44,471 shares of DFSD stock, worth $2.15 Million. This represents 1.08% of its overall portfolio holdings.
Number of Shares
44,471
Previous 42,076
5.69%
Holding current value
$2.15 Million
Previous $2 Million
6.8%
% of portfolio
1.08%
Previous 1.12%
Shares
11 transactions
Others Institutions Holding DFSD
# of Institutions
370Shares Held
75.6MCall Options Held
0Put Options Held
0-
Buckingham Strategic Partners Saint Louis, MO3.9MShares$188 Million2.67% of portfolio
-
Savant Capital, LLC3.66MShares$177 Million1.15% of portfolio
-
Apella Capital, LLC3.4MShares$164 Million4.64% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.07MShares$148 Million1.76% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.58MShares$125 Million10.42% of portfolio