American Investment Services, Inc. Dimensional ETF Tr Short Durat Transaction History
American Investment Services, Inc.
- $546 Million
- Q4 2024
A detailed history of American Investment Services, Inc. transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, American Investment Services, Inc. holds 36,114 shares of DFSD stock, worth $1.72 Million. This represents 0.31% of its overall portfolio holdings.
Number of Shares
36,114
Previous 21,765
65.93%
Holding current value
$1.72 Million
Previous $1.02 Million
65.98%
% of portfolio
0.31%
Previous 0.18%
Shares
7 transactions
Others Institutions Holding DFSD
# of Institutions
339Shares Held
68.2MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH4.17MShares$199 Million1.31% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.98MShares$142 Million2.55% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.92MShares$139 Million1.73% of portfolio
-
Apella Capital, LLC2.69MShares$129 Million4.45% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.59MShares$124 Million11.2% of portfolio