White Wing Wealth Management Dimensional ETF Tr Short Durat Transaction History
White Wing Wealth Management
- $146 Million
- Q2 2025
A detailed history of White Wing Wealth Management transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, White Wing Wealth Management holds 90,129 shares of DFSD stock, worth $4.32 Million. This represents 2.96% of its overall portfolio holdings.
Number of Shares
90,129
Previous 95,261
5.39%
Holding current value
$4.32 Million
Previous $4.53 Million
4.4%
% of portfolio
2.96%
Previous 3.42%
Shares
7 transactions
Others Institutions Holding DFSD
# of Institutions
353Shares Held
68.9MCall Options Held
0Put Options Held
0-
Buckingham Strategic Partners Saint Louis, MO3.48MShares$167 Million2.69% of portfolio
-
Apella Capital, LLC3.4MShares$163 Million4.64% of portfolio
-
Savant Capital, LLC3.03MShares$145 Million1.09% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.92MShares$140 Million1.73% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.64MShares$126 Million11.4% of portfolio