Kaufman Rossin Wealth, LLC Dimensional ETF Tr Short Durat Transaction History
Kaufman Rossin Wealth, LLC
- $97.2 Billion
- Q4 2024
A detailed history of Kaufman Rossin Wealth, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Kaufman Rossin Wealth, LLC holds 39,510 shares of DFSD stock, worth $1.86 Million. This represents 1.91% of its overall portfolio holdings.
Number of Shares
39,510Holding current value
$1.86 Million% of portfolio
1.91%Shares
1 transactions
Others Institutions Holding DFSD
# of Institutions
267Shares Held
50.1MCall Options Held
0Put Options Held
0-
Beaird Harris Wealth Management, LLC Dallas, TX2.49MShares$117 Million11.0% of portfolio
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Resources Investment Advisors, Llc. Overland Park, KS2.39MShares$112 Million1.35% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$97.6 Million1.09% of portfolio
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Planning Center, Inc.2.05MShares$96.2 Million16.79% of portfolio
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Buckingham Strategic Partners Saint Louis, MO2.02MShares$95.1 Million2.21% of portfolio