Approach Retirement Advisors, LLC Dimensional ETF Tr Short Durat Transaction History
Approach Retirement Advisors, LLC
- $116 Billion
- Q4 2025
A detailed history of Approach Retirement Advisors, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Approach Retirement Advisors, LLC holds 136,439 shares of DFSD stock, worth $6.58 Million. This represents 5.64% of its overall portfolio holdings.
Number of Shares
136,439Holding current value
$6.58 Million% of portfolio
5.64%Shares
1 transactions
Others Institutions Holding DFSD
# of Institutions
397Shares Held
90.5MCall 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