Diversify Advisory Services, LLC Dimensional ETF Tr Short Durat Transaction History
Diversify Advisory Services, LLC
- $2.98 Trillion
- Q3 2025
A detailed history of Diversify Advisory Services, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Diversify Advisory Services, LLC holds 4,200 shares of DFSD stock, worth $202,440. This represents 0.01% of its overall portfolio holdings.
Number of Shares
4,200
Previous 4,378
4.07%
Holding current value
$202,440
Previous $211 Million
4.05%
% of portfolio
0.01%
Previous 0.01%
Shares
2 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