White Wing Wealth Management Dimensional ETF Tr Short Durat Transaction History
White Wing Wealth Management
- $123 Million
- Q2 2024
A detailed history of White Wing Wealth Management transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, White Wing Wealth Management holds 121,805 shares of DFSD stock, worth $5.81 Million. This represents 4.64% of its overall portfolio holdings.
Number of Shares
121,805
Previous 120,332
1.22%
Holding current value
$5.81 Million
Previous $5.66 Million
1.13%
% of portfolio
4.64%
Previous 4.68%
Shares
3 transactions
Others Institutions Holding DFSD
# of Institutions
251Shares Held
42.7MCall Options Held
0Put Options Held
0-
Beaird Harris Wealth Management, LLC Dallas, TX2.37MShares$113 Million11.04% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.18MShares$104 Million1.31% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$99 Million1.09% of portfolio
-
Di Nuzzo Private Wealth, Inc. Beaver, PA2MShares$95.3 Million16.24% of portfolio
-
Planning Center, Inc.1.97MShares$94 Million16.69% of portfolio