Ethos Financial Group, LLC Dimensional ETF Tr Short Durat Transaction History
Ethos Financial Group, LLC
- $1.1 Billion
- Q3 2025
A detailed history of Ethos Financial Group, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Ethos Financial Group, LLC holds 15,059 shares of DFSD stock, worth $725,843. This represents 0.07% of its overall portfolio holdings.
Number of Shares
15,059
Previous 15,698
4.07%
Holding current value
$725,843
Previous $753,000
3.72%
% of portfolio
0.07%
Previous 0.07%
Shares
5 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