Foundations Investment Advisors, LLC Dimensional ETF Tr Short Durat Transaction History
Foundations Investment Advisors, LLC
- $6.26 Billion
- Q3 2025
A detailed history of Foundations Investment Advisors, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 69,376 shares of DFSD stock, worth $3.34 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
69,376
Previous 11,159
521.7%
Holding current value
$3.34 Million
Previous $535,000
524.86%
% of portfolio
0.05%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding DFSD
# of Institutions
397Shares Held
90.5MCall 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