Shearwater Capital LLC Dimensional ETF Tr Short Durat Transaction History
Shearwater Capital LLC
- $142 Million
- Q1 2025
A detailed history of Shearwater Capital LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Shearwater Capital LLC holds 8,570 shares of DFSD stock, worth $407,332. This represents 0.29% of its overall portfolio holdings.
Number of Shares
8,570
Previous 8,570
-0.0%
Holding current value
$407,332
Previous $407,000
-0.0%
% of portfolio
0.29%
Previous 0.29%
Shares
5 transactions
Others Institutions Holding DFSD
# of Institutions
333Shares Held
67.2MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH4.17MShares$198 Million1.31% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.98MShares$142 Million2.55% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.71MShares$129 Million1.54% of portfolio
-
Apella Capital, LLC2.69MShares$128 Million4.45% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.59MShares$123 Million11.2% of portfolio