First Trust Investment Solutions L.P. Dimensional ETF Tr Short Durat Transaction History
First Trust Investment Solutions L.P.
- $888 Billion
- Q3 2024
A detailed history of First Trust Investment Solutions L.P. transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, First Trust Investment Solutions L.P. holds 5,318 shares of DFSD stock, worth $250,850. This represents 0.03% of its overall portfolio holdings.
Number of Shares
5,318
Previous 5,318
-0.0%
Holding current value
$250,850
Previous $250 Million
1.57%
% of portfolio
0.03%
Previous 0.04%
Shares
1 transactions
Others Institutions Holding DFSD
# of Institutions
292Shares Held
54.8MCall 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