Valley Forge Investment Consultants Inc Adv Dimensional ETF Tr Short Durat Transaction History

Valley Forge Investment Consultants Inc Adv

$280 Million
Q1 2025

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 09, 2023	BUY	$46.24 - $46.65 $1.29 Million - $1.31 Million	27,984 New	27,984 $1.3 Million

Others Institutions Holding DFSD

# of Institutions

362

Shares Held

71.6M

Call Options Held

Put Options Held

Buckingham Strategic Partners Saint Louis, MO

3.9M
Shares

$187 Million
2.67% of portfolio
Apella Capital, LLC

3.4M
Shares

$163 Million
4.64% of portfolio
Savant Capital, LLC

3.03M
Shares

$145 Million
1.09% of portfolio
Resources Investment Advisors, Llc. Overland Park, KS

2.92M
Shares

$140 Million
1.73% of portfolio
Beaird Harris Wealth Management, LLC Dallas, TX

2.64M
Shares

$126 Million
11.4% of portfolio

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About DIMENSIONAL ETF TR SHORT DURAT

Ticker DFSD
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