Werba Rubin Papier Wealth Management Dimensional ETF Tr Short Durat Transaction History
Werba Rubin Papier Wealth Management
- $532 Billion
- Q2 2025
A detailed history of Werba Rubin Papier Wealth Management transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Werba Rubin Papier Wealth Management holds 41,160 shares of DFSD stock, worth $1.98 Million. This represents 0.37% of its overall portfolio holdings.
Number of Shares
41,160
Previous 26,748
53.88%
Holding current value
$1.98 Million
Previous $1.27 Billion
55.47%
% of portfolio
0.37%
Previous 0.28%
Shares
2 transactions
Others Institutions Holding DFSD
# of Institutions
359Shares Held
73.2MCall 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, KS2.92MShares$141 Million1.73% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.64MShares$127 Million11.4% of portfolio