Advisor Net Financial, Inc Dimensional ETF Tr Short Durat Transaction History
Advisor Net Financial, Inc
- $1.27 Billion
- Q3 2024
A detailed history of Advisor Net Financial, Inc transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Advisor Net Financial, Inc holds 1,301 shares of DFSD stock, worth $61,290. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,301
Previous 1,073
21.25%
Holding current value
$61,290
Previous $50,000
24.0%
% of portfolio
0.0%
Previous 0.0%
Shares
12 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
-
Beaird Harris Wealth Management, LLC Dallas, TX2.37MShares$112 Million11.04% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$97.9 Million1.09% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.02MShares$95.3 Million2.21% of portfolio
-
Planning Center, Inc.2.01MShares$94.8 Million16.23% of portfolio