Di Nuzzo Private Wealth, Inc. Dimensional ETF Tr Short Durat Transaction History
Di Nuzzo Private Wealth, Inc.
- $618 Million
- Q4 2024
A detailed history of Di Nuzzo Private Wealth, Inc. transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Di Nuzzo Private Wealth, Inc. holds 1,949,760 shares of DFSD stock, worth $92 Million. This represents 14.78% of its overall portfolio holdings.
Number of Shares
1,949,760
Previous 1,998,729
2.45%
Holding current value
$92 Million
Previous $95.4 Million
4.21%
% of portfolio
14.78%
Previous 15.04%
Shares
6 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