Narus Financial Partners, LLC Dimensional ETF Tr Short Durat Transaction History
Narus Financial Partners, LLC
- $279 Billion
- Q3 2024
A detailed history of Narus Financial Partners, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Narus Financial Partners, LLC holds 35,406 shares of DFSD stock, worth $1.67 Million. This represents 0.61% of its overall portfolio holdings.
Number of Shares
35,406
Previous 23,797
48.78%
Holding current value
$1.67 Million
Previous $1.12 Billion
51.13%
% of portfolio
0.61%
Previous 0.45%
Shares
4 transactions
Others Institutions Holding DFSD
# of Institutions
260Shares Held
49MCall Options Held
0Put Options Held
0-
Resources Investment Advisors, Llc. Overland Park, KS2.39MShares$113 Million1.35% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.37MShares$112 Million11.04% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$98.2 Million1.09% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.02MShares$95.7 Million2.21% of portfolio
-
Planning Center, Inc.2.01MShares$95.1 Million16.23% of portfolio