Wheelhouse Advisory Group LLC Dimensional ETF Tr Short Durat Transaction History
Wheelhouse Advisory Group LLC
- $155 Billion
- Q3 2024
A detailed history of Wheelhouse Advisory Group LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Wheelhouse Advisory Group LLC holds 47,075 shares of DFSD stock, worth $2.22 Million. This represents 1.45% of its overall portfolio holdings.
Number of Shares
47,075Holding current value
$2.22 Million% of portfolio
1.45%Shares
1 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
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Beaird Harris Wealth Management, LLC Dallas, TX2.37MShares$112 Million11.04% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$97.9 Million1.09% of portfolio
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Buckingham Strategic Partners Saint Louis, MO2.02MShares$95.3 Million2.21% of portfolio
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Planning Center, Inc.2.01MShares$94.8 Million16.23% of portfolio