Di Nuzzo Private Wealth, Inc. Dimensional ETF Tr Short Durat Transaction History
Di Nuzzo Private Wealth, Inc.
- $634 Million
- Q3 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 1,998,729 shares of DFSD stock, worth $93.7 Million. This represents 15.04% of its overall portfolio holdings.
Number of Shares
1,998,729
Previous 2,000,410
0.08%
Holding current value
$93.7 Million
Previous $94 Million
1.49%
% of portfolio
15.04%
Previous 16.24%
Shares
5 transactions
Others Institutions Holding DFSD
# of Institutions
260Shares Held
49.1MCall 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$112 Million1.35% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$97.4 Million1.09% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.02MShares$94.8 Million2.21% of portfolio
-
Planning Center, Inc.2.01MShares$94.3 Million16.23% of portfolio