Pioneer Wealth Management Group Dimensional ETF Tr Short Durat Transaction History
Pioneer Wealth Management Group
- $210 Billion
- Q3 2024
A detailed history of Pioneer Wealth Management Group transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Pioneer Wealth Management Group holds 81,013 shares of DFSD stock, worth $3.83 Million. This represents 1.84% of its overall portfolio holdings.
Number of Shares
81,013
Previous 105,958
23.54%
Holding current value
$3.83 Million
Previous $4.98 Billion
22.34%
% of portfolio
1.84%
Previous 2.65%
Shares
3 transactions
Others Institutions Holding DFSD
# of Institutions
260Shares Held
49MCall 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
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Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$98.2 Million1.09% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.02MShares$95.7 Million2.21% of portfolio
-
Planning Center, Inc.2.01MShares$95.1 Million16.23% of portfolio