Triad Wealth Partners, LLC Dimensional ETF Tr Short Durat Transaction History
Triad Wealth Partners, LLC
- $775 Billion
- Q3 2025
A detailed history of Triad Wealth Partners, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Triad Wealth Partners, LLC holds 9,294 shares of DFSD stock, worth $447,970. This represents 0.06% of its overall portfolio holdings.
Number of Shares
9,294Holding current value
$447,970% of portfolio
0.06%Shares
1 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
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Apella Capital, LLC4.51MShares$217 Million4.59% of portfolio
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Savant Capital, LLC4.15MShares$200 Million1.12% of portfolio
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Resources Investment Advisors, Llc. Overland Park, KS3.24MShares$156 Million1.75% of portfolio
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Beaird Harris Wealth Management, LLC Dallas, TX2.96MShares$143 Million11.13% of portfolio