B.O.S.S. Retirement Advisors, LLC Dimensional ETF Tr Short Durat Transaction History
B.O.S.S. Retirement Advisors, LLC
- $345 Billion
- Q1 2025
A detailed history of B.O.S.S. Retirement Advisors, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, B.O.S.S. Retirement Advisors, LLC holds 14,105 shares of DFSD stock, worth $673,090. This represents 0.19% of its overall portfolio holdings.
Number of Shares
14,105
Previous 14,702
4.06%
Holding current value
$673,090
Previous $689 Million
2.75%
% of portfolio
0.19%
Previous 0.19%
Shares
4 transactions
Others Institutions Holding DFSD
# of Institutions
338Shares Held
68.3MCall 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