Fin Dec Wealth Services, Inc. Dimensional ETF Tr Short Durat Transaction History
Fin Dec Wealth Services, Inc.
- $158 Billion
- Q2 2024
A detailed history of Fin Dec Wealth Services, Inc. transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Fin Dec Wealth Services, Inc. holds 173,227 shares of DFSD stock, worth $8.25 Million. This represents 5.14% of its overall portfolio holdings.
Number of Shares
173,227
Previous 121,176
42.95%
Holding current value
$8.25 Million
Previous $5.7 Billion
42.83%
% of portfolio
5.14%
Previous 3.58%
Shares
7 transactions
Others Institutions Holding DFSD
# of Institutions
251Shares Held
42.9MCall Options Held
0Put Options Held
0-
Beaird Harris Wealth Management, LLC Dallas, TX2.37MShares$113 Million11.04% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.18MShares$104 Million1.31% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$98.9 Million1.09% of portfolio
-
Di Nuzzo Private Wealth, Inc. Beaver, PA2MShares$95.2 Million16.24% of portfolio
-
Planning Center, Inc.1.97MShares$93.9 Million16.69% of portfolio