Aspire Private Capital, LLC Dimensional ETF Tr Short Durat Transaction History
Aspire Private Capital, LLC
- $385 Million
- Q2 2024
A detailed history of Aspire Private Capital, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Aspire Private Capital, LLC holds 17,761 shares of DFSD stock, worth $848,620. This represents 0.22% of its overall portfolio holdings.
Number of Shares
17,761
Previous 5,521
221.7%
Holding current value
$848,620
Previous $259,000
222.01%
% of portfolio
0.22%
Previous 0.07%
Shares
5 transactions
Others Institutions Holding DFSD
# of Institutions
251Shares Held
42.7MCall Options Held
0Put Options Held
0-
Beaird Harris Wealth Management, LLC Dallas, TX2.37MShares$113 Million11.04% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.18MShares$104 Million1.31% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$99.3 Million1.09% of portfolio
-
Di Nuzzo Private Wealth, Inc. Beaver, PA2MShares$95.6 Million16.24% of portfolio
-
Planning Center, Inc.1.97MShares$94.2 Million16.69% of portfolio