Onyx Financial Advisors, LLC Dimensional ETF Tr Short Durat Transaction History
Onyx Financial Advisors, LLC
- $182 Billion
- Q4 2024
A detailed history of Onyx Financial Advisors, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Onyx Financial Advisors, LLC holds 328,160 shares of DFSD stock, worth $15.6 Million. This represents 8.44% of its overall portfolio holdings.
Number of Shares
328,160
Previous 320,796
2.3%
Holding current value
$15.6 Million
Previous $15.3 Billion
0.45%
% of portfolio
8.44%
Previous 8.41%
Shares
9 transactions
Others Institutions Holding DFSD
# of Institutions
331Shares Held
66.6MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH4.17MShares$198 Million1.31% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.98MShares$142 Million2.55% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.71MShares$129 Million1.54% of portfolio
-
Apella Capital, LLC2.69MShares$128 Million4.45% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.59MShares$123 Million11.2% of portfolio