Advyzon Investment Management, LLC Dimensional ETF Tr Short Durat Transaction History
Advyzon Investment Management, LLC
- $583 Billion
- Q3 2025
A detailed history of Advyzon Investment Management, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Advyzon Investment Management, LLC holds 9,655 shares of DFSD stock, worth $465,371. This represents 0.08% of its overall portfolio holdings.
Number of Shares
9,655
Previous 5,212
85.25%
Holding current value
$465,371
Previous $250 Million
85.94%
% of portfolio
0.08%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding DFSD
# of Institutions
388Shares Held
84.8MCall 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