Sowell Financial Services LLC Dimensional ETF Tr Short Durat Transaction History
Sowell Financial Services LLC
- $2.34 Billion
- Q2 2025
A detailed history of Sowell Financial Services LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Sowell Financial Services LLC holds 46,308 shares of DFSD stock, worth $2.23 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
46,308
Previous 44,120
4.96%
Holding current value
$2.23 Million
Previous $2.1 Million
6.06%
% of portfolio
0.1%
Previous 0.1%
Shares
4 transactions
Others Institutions Holding DFSD
# of Institutions
363Shares Held
74.9MCall Options Held
0Put Options Held
0-
Buckingham Strategic Partners Saint Louis, MO3.9MShares$188 Million2.67% of portfolio
-
Savant Capital, LLC3.66MShares$176 Million1.15% of portfolio
-
Apella Capital, LLC3.4MShares$163 Million4.64% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.07MShares$148 Million1.76% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.64MShares$127 Million11.4% of portfolio