Allworth Financial LP Dimensional ETF Tr Short Durat Transaction History
Allworth Financial LP
- $16.1 Billion
- Q3 2024
A detailed history of Allworth Financial LP transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Allworth Financial LP holds 123,361 shares of DFSD stock, worth $5.81 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
123,361
Previous 135,539
8.98%
Holding current value
$5.81 Million
Previous $6.37 Million
7.55%
% of portfolio
0.04%
Previous 0.04%
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