Rialto Wealth Management, LLC Dimensional ETF Tr Short Durat Transaction History
Rialto Wealth Management, LLC
- $384 Million
- Q4 2025
A detailed history of Rialto Wealth Management, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Rialto Wealth Management, LLC holds 315 shares of DFSD stock, worth $15,183. This represents 0.0% of its overall portfolio holdings.
Number of Shares
315
Previous 315
-0.0%
Holding current value
$15,183
Previous $15,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding DFSD
# of Institutions
392Shares Held
86.1MCall 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