Shore Point Advisors, LLC Dimensional ETF Tr Short Durat Transaction History
Shore Point Advisors, LLC
- $179 Million
- Q1 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 42,076 shares of DFSD stock, worth $2.02 Million. This represents 1.12% of its overall portfolio holdings.
Number of Shares
42,076
Previous 37,045
13.58%
Holding current value
$2.02 Million
Previous $1.74 Million
15.15%
% of portfolio
1.12%
Previous 0.97%
Shares
10 transactions
Others Institutions Holding DFSD
# of Institutions
354Shares Held
68.2MCall Options Held
0Put Options Held
0-
Buckingham Strategic Partners Saint Louis, MO3.48MShares$167 Million2.69% of portfolio
-
Savant Capital, LLC3.03MShares$146 Million1.09% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.92MShares$140 Million1.73% of portfolio
-
Apella Capital, LLC2.69MShares$129 Million4.45% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.64MShares$126 Million11.4% of portfolio