Kelly Financial Group LLC Dimensional ETF Tr Short Durat Transaction History
Kelly Financial Group LLC
- $393 Billion
- Q4 2025
A detailed history of Kelly Financial Group LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Kelly Financial Group LLC holds 5,120 shares of DFSD stock, worth $246,784. This represents 0.06% of its overall portfolio holdings.
Number of Shares
5,120
Previous 5,238
2.25%
Holding current value
$246,784
Previous $252 Million
2.74%
% of portfolio
0.06%
Previous 0.07%
Shares
3 transactions
Others Institutions Holding DFSD
# of Institutions
394Shares Held
88.1MCall Options Held
0Put Options Held
0-
Buckingham Strategic Partners Saint Louis, MO5.06MShares$244 Million2.96% of portfolio
-
Apella Capital, LLC4.51MShares$217 Million4.59% of portfolio
-
Savant Capital, LLC4.15MShares$200 Million1.12% 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