Tci Wealth Advisors, Inc. Dimensional ETF Tr Short Durat Transaction History
Tci Wealth Advisors, Inc.
- $1.33 Billion
- Q2 2025
A detailed history of Tci Wealth Advisors, Inc. transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Tci Wealth Advisors, Inc. holds 54,106 shares of DFSD stock, worth $2.61 Million. This represents 0.19% of its overall portfolio holdings.
Number of Shares
54,106
Previous 56,434
4.13%
Holding current value
$2.61 Million
Previous $2.68 Million
3.13%
% of portfolio
0.19%
Previous 0.23%
Shares
5 transactions
Others Institutions Holding DFSD
# of Institutions
360Shares Held
74.3MCall 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$164 Million4.64% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.07MShares$148 Million1.76% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.64MShares$127 Million11.4% of portfolio