Discipline Wealth Solutions, LLC Dimensional ETF Tr Short Durat Transaction History
Discipline Wealth Solutions, LLC
- $354 Million
- Q3 2025
A detailed history of Discipline Wealth Solutions, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Discipline Wealth Solutions, LLC holds 210,579 shares of DFSD stock, worth $10.1 Million. This represents 2.86% of its overall portfolio holdings.
Number of Shares
210,579Holding current value
$10.1 Million% of portfolio
2.86%Shares
1 transactions
Others Institutions Holding DFSD
# of Institutions
389Shares Held
84.8MCall Options Held
0Put Options Held
0-
Buckingham Strategic Partners Saint Louis, MO5.06MShares$244 Million2.96% of portfolio
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Savant Capital, LLC4.15MShares$200 Million1.12% of portfolio
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Apella Capital, LLC4MShares$193 Million4.51% 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