Squire Investment Management Company, LLC Dimensional ETF Tr Short Durat Transaction History
Squire Investment Management Company, LLC
- $307 Billion
- Q3 2025
A detailed history of Squire Investment Management Company, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Squire Investment Management Company, LLC holds 122,148 shares of DFSD stock, worth $5.91 Million. This represents 1.92% of its overall portfolio holdings.
Number of Shares
122,148
Previous 105,288
16.01%
Holding current value
$5.91 Million
Previous $5.05 Billion
16.45%
% of portfolio
1.92%
Previous 1.86%
Shares
8 transactions
Others Institutions Holding DFSD
# of Institutions
377Shares Held
79MCall Options Held
0Put Options Held
0-
Apella Capital, LLC4MShares$194 Million4.51% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO3.9MShares$189 Million2.67% of portfolio
-
Savant Capital, LLC3.66MShares$177 Million1.15% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.07MShares$149 Million1.76% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.58MShares$125 Million10.42% of portfolio