Allegiance Financial Group Advisory Services LLC Dimensional ETF Tr Short Durat Transaction History
Allegiance Financial Group Advisory Services LLC
- $261 Billion
- Q2 2024
A detailed history of Allegiance Financial Group Advisory Services LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Allegiance Financial Group Advisory Services LLC holds 258,791 shares of DFSD stock, worth $12.3 Million. This represents 4.66% of its overall portfolio holdings.
Number of Shares
258,791
Previous 215,946
19.84%
Holding current value
$12.3 Million
Previous $10.2 Billion
19.74%
% of portfolio
4.66%
Previous 4.16%
Shares
7 transactions
Others Institutions Holding DFSD
# of Institutions
258Shares Held
46MCall Options Held
0Put Options Held
0-
Resources Investment Advisors, Llc. Overland Park, KS2.39MShares$113 Million1.35% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.37MShares$112 Million11.04% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$98.4 Million1.09% of portfolio
-
Di Nuzzo Private Wealth, Inc. Beaver, PA2MShares$94.6 Million15.04% of portfolio
-
Planning Center, Inc.1.97MShares$93.4 Million16.69% of portfolio