Wp Wealth LLP Dimensional ETF Tr Short Durat Transaction History
Wp Wealth LLP
- $489 Billion
- Q4 2024
A detailed history of Wp Wealth LLP transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Wp Wealth LLP holds 1,049,444 shares of DFSD stock, worth $50.3 Million. This represents 10.05% of its overall portfolio holdings.
Number of Shares
1,049,444
Previous 986,752
6.35%
Holding current value
$50.3 Million
Previous $47.1 Billion
4.44%
% of portfolio
10.05%
Previous 9.77%
Shares
8 transactions
Others Institutions Holding DFSD
# of Institutions
353Shares Held
68.9MCall Options Held
0Put Options Held
0-
Buckingham Strategic Partners Saint Louis, MO3.48MShares$167 Million2.69% of portfolio
-
Apella Capital, LLC3.4MShares$163 Million4.64% of portfolio
-
Savant Capital, LLC3.03MShares$145 Million1.09% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.92MShares$140 Million1.73% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.64MShares$126 Million11.4% of portfolio