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 $32,843. This represents 0.0% of its overall portfolio holdings.
Number of Shares
691
Previous 765
9.67%
Holding current value
$32,843
Previous $36.6 Million
11.32%
% of portfolio
0.0%
Previous 0.01%
Shares
8 transactions
Others Institutions Holding DFSD
# of Institutions
332Shares Held
66MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH4.17MShares$198 Million1.31% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.98MShares$142 Million2.55% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.71MShares$129 Million1.54% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.59MShares$123 Million11.2% of portfolio
-
Savant Capital, LLC2.31MShares$110 Million0.88% of portfolio