Disciplined Investments, LLC Dimensional ETF Tr Short Durat Transaction History
Disciplined Investments, LLC
- $239 Million
- Q3 2025
A detailed history of Disciplined Investments, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Disciplined Investments, LLC holds 194,454 shares of DFSD stock, worth $9.37 Million. This represents 3.92% of its overall portfolio holdings.
Number of Shares
194,454
Previous 151,836
28.07%
Holding current value
$9.37 Million
Previous $7.29 Million
28.55%
% of portfolio
3.92%
Previous 3.23%
Shares
11 transactions
Others Institutions Holding DFSD
# of Institutions
388Shares Held
84.7MCall 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