Smartleaf Asset Management LLC Dimensional ETF Tr Short Durat Transaction History
Smartleaf Asset Management LLC
- $981 Billion
- Q4 2024
A detailed history of Smartleaf Asset Management LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Smartleaf Asset Management LLC holds 20,935 shares of DFSD stock, worth $995,040. This represents 0.1% of its overall portfolio holdings.
Number of Shares
20,935
Previous 17,624
18.79%
Holding current value
$995,040
Previous $842 Million
16.62%
% of portfolio
0.1%
Previous 0.1%
Shares
4 transactions
Others Institutions Holding DFSD
# of Institutions
331Shares Held
65.5MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH4.17MShares$198 Million1.31% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.98MShares$142 Million2.55% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.71MShares$129 Million1.54% of portfolio
-
Apella Capital, LLC2.69MShares$128 Million4.45% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.59MShares$123 Million11.2% of portfolio