New Edge Advisors, LLC Dimensional ETF Tr Short Durat Transaction History
New Edge Advisors, LLC
- $20.5 Billion
- Q3 2025
A detailed history of New Edge Advisors, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, New Edge Advisors, LLC holds 3,580 shares of DFSD stock, worth $172,556. This represents 0.0% of its overall portfolio holdings.
Number of Shares
3,580
Previous 3,396
5.42%
Holding current value
$172,556
Previous $163,000
5.52%
% of portfolio
0.0%
Previous 0.0%
Shares
10 transactions
Others Institutions Holding DFSD
# of Institutions
388Shares Held
84.8MCall 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