Parkshore Wealth Management, Inc. Dimensional ETF Tr Short Durat Transaction History
Parkshore Wealth Management, Inc.
- $245 Billion
- Q3 2025
A detailed history of Parkshore Wealth Management, Inc. transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Parkshore Wealth Management, Inc. holds 196,117 shares of DFSD stock, worth $9.45 Million. This represents 3.85% of its overall portfolio holdings.
Number of Shares
196,117
Previous 155,234
26.34%
Holding current value
$9.45 Million
Previous $7.45 Billion
26.81%
% of portfolio
3.85%
Previous 3.64%
Shares
4 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