Diversify Advisory Services, LLC Dimensional ETF Tr Short Durat Transaction History
Diversify Advisory Services, LLC
- $3.16 Trillion
- Q4 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 23,582 shares of DFSD stock, worth $1.14 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
23,582
Previous 4,200
461.48%
Holding current value
$1.14 Million
Previous $202 Million
459.44%
% of portfolio
0.04%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding DFSD
# of Institutions
395Shares Held
89.5MCall Options Held
0Put Options Held
0-
Buckingham Strategic Partners Saint Louis, MO5.06MShares$244 Million2.96% of portfolio
-
Apella Capital, LLC4.51MShares$217 Million4.59% of portfolio
-
Savant Capital, LLC4.15MShares$200 Million1.12% 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