Wealthquest Corp Dimensional ETF Tr Short Durat Transaction History
Wealthquest Corp
- $1.04 Billion
- Q2 2025
A detailed history of Wealthquest Corp transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Wealthquest Corp holds 605,612 shares of DFSD stock, worth $29.3 Million. This represents 2.79% of its overall portfolio holdings.
Number of Shares
605,612Holding current value
$29.3 Million% of portfolio
2.79%Shares
4 transactions
Others Institutions Holding DFSD
# of Institutions
370Shares Held
76.7MCall 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
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Resources Investment Advisors, Llc. Overland Park, KS3.07MShares$149 Million1.76% of portfolio
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Beaird Harris Wealth Management, LLC Dallas, TX2.58MShares$125 Million10.42% of portfolio