Assured Partners Investment Advisors, LLC Dimensional ETF Tr Short Durat Transaction History
Assured Partners Investment Advisors, LLC
- $513 Billion
- Q4 2024
A detailed history of Assured Partners Investment Advisors, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Assured Partners Investment Advisors, LLC holds 134,557 shares of DFSD stock, worth $6.36 Million. This represents 1.23% of its overall portfolio holdings.
Number of Shares
134,557Holding current value
$6.36 Million% of portfolio
1.23%Shares
1 transactions
Others Institutions Holding DFSD
# of Institutions
314Shares Held
63.5MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH4.17MShares$197 Million1.31% of portfolio
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Resources Investment Advisors, Llc. Overland Park, KS2.71MShares$128 Million1.54% of portfolio
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Beaird Harris Wealth Management, LLC Dallas, TX2.59MShares$122 Million11.2% of portfolio
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Savant Capital, LLC2.31MShares$109 Million0.88% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$98.2 Million1.09% of portfolio