Hartmann Taylor Wealth Management, LLC Dimensional ETF Tr Short Durat Transaction History
Hartmann Taylor Wealth Management, LLC
- $148 Billion
- Q4 2025
A detailed history of Hartmann Taylor Wealth Management, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Hartmann Taylor Wealth Management, LLC holds 41,875 shares of DFSD stock, worth $2.02 Million. This represents 1.36% of its overall portfolio holdings.
Number of Shares
41,875
Previous 44,065
4.97%
Holding current value
$2.02 Million
Previous $2.12 Billion
5.44%
% of portfolio
1.36%
Previous 1.52%
Shares
4 transactions
Others Institutions Holding DFSD
# of Institutions
393Shares Held
87.8MCall 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