Altiora Financial Group, LLC Dimensional ETF Tr Short Durat Transaction History
Altiora Financial Group, LLC
- $452 Billion
- Q3 2024
A detailed history of Altiora Financial Group, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Altiora Financial Group, LLC holds 733,706 shares of DFSD stock, worth $34.7 Million. This represents 7.74% of its overall portfolio holdings.
Number of Shares
733,706
Previous 532,095
37.89%
Holding current value
$34.7 Million
Previous $25 Billion
40.06%
% of portfolio
7.74%
Previous 6.0%
Shares
2 transactions
Others Institutions Holding DFSD
# of Institutions
258Shares Held
46.4MCall 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
-
Planning Center, Inc.2.01MShares$95.3 Million16.23% of portfolio
-
Di Nuzzo Private Wealth, Inc. Beaver, PA2MShares$94.6 Million15.04% of portfolio