Belleair Asset Management, LLC Dimensional ETF Tr Short Durat Transaction History
Belleair Asset Management, LLC
- $105 Billion
- Q4 2025
A detailed history of Belleair Asset Management, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Belleair Asset Management, LLC holds 154,026 shares of DFSD stock, worth $7.42 Million. This represents 7.03% of its overall portfolio holdings.
Number of Shares
154,026Holding current value
$7.42 Million% of portfolio
7.03%Shares
1 transactions
Others Institutions Holding DFSD
# of Institutions
401Shares Held
92.7MCall Options Held
0Put Options Held
0-
Buckingham Strategic Partners Saint Louis, MO5.06MShares$244 Million2.96% of portfolio
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Apella Capital, LLC4.51MShares$217 Million4.59% of portfolio
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Savant Capital, LLC4.15MShares$200 Million1.12% of portfolio
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Resources Investment Advisors, Llc. Overland Park, KS3.24MShares$156 Million1.75% of portfolio
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Beaird Harris Wealth Management, LLC Dallas, TX2.96MShares$143 Million11.13% of portfolio