Omni 360 Wealth, Inc. Dimensional ETF Tr Short Durat Transaction History
Omni 360 Wealth, Inc.
- $178 Billion
- Q3 2025
A detailed history of Omni 360 Wealth, Inc. transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Omni 360 Wealth, Inc. holds 8,126 shares of DFSD stock, worth $391,673. This represents 0.22% of its overall portfolio holdings.
Number of Shares
8,126
Previous 8,122
0.05%
Holding current value
$391,673
Previous $390 Million
0.42%
% of portfolio
0.22%
Previous 0.19%
Shares
3 transactions
Others Institutions Holding DFSD
# of Institutions
395Shares Held
89.5MCall 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