Kaufman Rossin Wealth, LLC Dimensional ETF Tr Short Durat Transaction History
Kaufman Rossin Wealth, LLC
- $183 Billion
- Q3 2025
A detailed history of Kaufman Rossin Wealth, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Kaufman Rossin Wealth, LLC holds 39,453 shares of DFSD stock, worth $1.9 Million. This represents 1.04% of its overall portfolio holdings.
Number of Shares
39,453
Previous 32,274
22.24%
Holding current value
$1.9 Million
Previous $1.55 Billion
22.7%
% of portfolio
1.04%
Previous 0.98%
Shares
4 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