Mc Carthy Grittinger Financial Group, LLC Dimensional ETF Tr Short Durat Transaction History
Mc Carthy Grittinger Financial Group, LLC
- $366 Billion
- Q4 2024
A detailed history of Mc Carthy Grittinger Financial Group, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Mc Carthy Grittinger Financial Group, LLC holds 4,277 shares of DFSD stock, worth $201,746. This represents 0.05% of its overall portfolio holdings.
Number of Shares
4,277
Previous 581
636.14%
Holding current value
$201,746
Previous $27.7 Million
622.97%
% of portfolio
0.05%
Previous 0.01%
Shares
9 transactions
Others Institutions Holding DFSD
# of Institutions
281Shares Held
53.8MCall 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$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
-
Planning Center, Inc.2.05MShares$96.6 Million16.79% of portfolio