Williams & Novak, LLC Dimensional ETF Tr Short Durat Transaction History
Williams & Novak, LLC
- $130 Billion
- Q3 2025
A detailed history of Williams & Novak, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Williams & Novak, LLC holds 16,414 shares of DFSD stock, worth $791,154. This represents 0.61% of its overall portfolio holdings.
Number of Shares
16,414
Previous 13,813
18.83%
Holding current value
$791,154
Previous $663 Million
19.28%
% of portfolio
0.61%
Previous 0.56%
Shares
3 transactions
Others Institutions Holding DFSD
# of Institutions
388Shares Held
84.7MCall Options Held
0Put Options Held
0-
Buckingham Strategic Partners Saint Louis, MO5.06MShares$244 Million2.96% of portfolio
-
Savant Capital, LLC4.15MShares$200 Million1.12% of portfolio
-
Apella Capital, LLC4MShares$193 Million4.51% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.24MShares$156 Million1.75% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.96MShares$143 Million11.13% of portfolio