Ethos Financial Group, LLC Dimensional ETF Tr Short Durat Transaction History
Ethos Financial Group, LLC
- $528 Million
- Q3 2024
A detailed history of Ethos Financial Group, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Ethos Financial Group, LLC holds 20,454 shares of DFSD stock, worth $960,928. This represents 0.18% of its overall portfolio holdings.
Number of Shares
20,454
Previous 19,326
5.84%
Holding current value
$960,928
Previous $908,000
7.49%
% of portfolio
0.18%
Previous 0.16%
Shares
2 transactions
Others Institutions Holding DFSD
# of Institutions
265Shares Held
50.1MCall 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$112 Million1.35% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$97.6 Million1.09% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.02MShares$95.1 Million2.21% of portfolio
-
Planning Center, Inc.2.01MShares$94.5 Million16.23% of portfolio