Passive Capital Management, Llc. Dimensional ETF Tr Short Durat Transaction History
Passive Capital Management, Llc.
- $284 Billion
- Q4 2024
A detailed history of Passive Capital Management, Llc. transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Passive Capital Management, Llc. holds 113,449 shares of DFSD stock, worth $5.35 Million. This represents 1.87% of its overall portfolio holdings.
Number of Shares
113,449
Previous 83,265
36.25%
Holding current value
$5.35 Million
Previous $3.98 Billion
33.79%
% of portfolio
1.87%
Previous 1.39%
Shares
7 transactions
Others Institutions Holding DFSD
# of Institutions
303Shares Held
61.2MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH4.17MShares$197 Million1.31% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.59MShares$122 Million11.2% 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$98 Million1.09% of portfolio