Resources Investment Advisors, Llc. Dimensional ETF Tr Short Durat Transaction History
Resources Investment Advisors, Llc.
- $8.93 Billion
- Q3 2025
A detailed history of Resources Investment Advisors, Llc. transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Resources Investment Advisors, Llc. holds 3,235,923 shares of DFSD stock, worth $156 Million. This represents 1.75% of its overall portfolio holdings.
Number of Shares
3,235,923
Previous 3,068,288
5.46%
Holding current value
$156 Million
Previous $147 Million
5.86%
% of portfolio
1.75%
Previous 1.76%
Shares
10 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
-
Beaird Harris Wealth Management, LLC Dallas, TX2.96MShares$143 Million11.13% of portfolio
-
Planning Center, Inc.2.42MShares$117 Million17.17% of portfolio