Narus Financial Partners, LLC Dimensional ETF Tr Short Durat Transaction History
Narus Financial Partners, LLC
- $296 Billion
- Q4 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 49,547 shares of DFSD stock, worth $2.33 Million. This represents 0.79% of its overall portfolio holdings.
Number of Shares
49,547
Previous 35,406
39.94%
Holding current value
$2.33 Million
Previous $1.69 Billion
37.42%
% of portfolio
0.79%
Previous 0.61%
Shares
5 transactions
Others Institutions Holding DFSD
# of Institutions
279Shares Held
53MCall Options Held
0Put Options Held
0-
Beaird Harris Wealth Management, LLC Dallas, TX2.49MShares$117 Million11.0% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.39MShares$113 Million1.35% of portfolio
-
Savant Capital, LLC2.31MShares$109 Million0.88% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$97.9 Million1.09% of portfolio
-
Planning Center, Inc.2.05MShares$96.5 Million16.79% of portfolio