Family Wealth Partners, LLC Dimensional ETF Tr Short Durat Transaction History
Family Wealth Partners, LLC
- $193 Billion
- Q2 2024
A detailed history of Family Wealth Partners, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Family Wealth Partners, LLC holds 118,376 shares of DFSD stock, worth $5.63 Million. This represents 2.89% of its overall portfolio holdings.
Number of Shares
118,376
Previous 103,388
14.5%
Holding current value
$5.63 Million
Previous $4.86 Billion
14.4%
% of portfolio
2.89%
Previous 2.76%
Shares
3 transactions
Others Institutions Holding DFSD
# of Institutions
251Shares Held
42.9MCall 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$98.9 Million1.09% of portfolio
-
Di Nuzzo Private Wealth, Inc. Beaver, PA2MShares$95.2 Million16.24% of portfolio
-
Planning Center, Inc.1.97MShares$93.9 Million16.69% of portfolio