Coppell Advisory Solutions LLC Dimensional ETF Tr Short Durat Transaction History
Coppell Advisory Solutions LLC
- $716 Billion
- Q4 2024
A detailed history of Coppell Advisory Solutions LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Coppell Advisory Solutions LLC holds 691 shares of DFSD stock, worth $32,711. This represents 0.0% of its overall portfolio holdings.
Number of Shares
691
Previous 765
9.67%
Holding current value
$32,711
Previous $36.6 Million
11.32%
% of portfolio
0.0%
Previous 0.01%
Shares
8 transactions
Others Institutions Holding DFSD
# of Institutions
333Shares Held
66.9MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH4.17MShares$197 Million1.31% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.98MShares$141 Million2.55% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.71MShares$128 Million1.54% of portfolio
-
Apella Capital, LLC2.69MShares$128 Million4.45% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.59MShares$123 Million11.2% of portfolio