Allegiance Financial Group Advisory Services LLC Dimensional ETF Tr Short Durat Transaction History
Allegiance Financial Group Advisory Services LLC
- $287 Billion
- Q3 2024
A detailed history of Allegiance Financial Group Advisory Services LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Allegiance Financial Group Advisory Services LLC holds 278,977 shares of DFSD stock, worth $13.1 Million. This represents 4.63% of its overall portfolio holdings.
Number of Shares
278,977
Previous 258,791
7.8%
Holding current value
$13.1 Million
Previous $12.2 Billion
9.5%
% of portfolio
4.63%
Previous 4.66%
Shares
8 transactions
Others Institutions Holding DFSD
# of Institutions
260Shares Held
49.1MCall Options Held
0Put Options Held
0-
Beaird Harris Wealth Management, LLC Dallas, TX2.49MShares$117 Million11.0% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.39MShares$112 Million1.35% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$97.3 Million1.09% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.02MShares$94.7 Million2.21% of portfolio
-
Planning Center, Inc.2.01MShares$94.2 Million16.23% of portfolio