Spring Vest Wealth Management LLC Dimensional ETF Tr Short Durat Transaction History
Spring Vest Wealth Management LLC
- $123 Billion
- Q2 2025
A detailed history of Spring Vest Wealth Management LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Spring Vest Wealth Management LLC holds 47,883 shares of DFSD stock, worth $2.31 Million. This represents 1.86% of its overall portfolio holdings.
Number of Shares
47,883
Previous 31,519
51.92%
Holding current value
$2.31 Million
Previous $1.5 Billion
53.49%
% of portfolio
1.86%
Previous 1.24%
Shares
3 transactions
Others Institutions Holding DFSD
# of Institutions
371Shares Held
76MCall 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