B.O.S.S. Retirement Advisors, LLC Dimensional ETF Tr Short Durat Transaction History
B.O.S.S. Retirement Advisors, LLC
- $358 Billion
- Q4 2024
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 14,702 shares of DFSD stock, worth $693,493. This represents 0.19% of its overall portfolio holdings.
Number of Shares
14,702Holding current value
$693,493% of portfolio
0.19%Shares
3 transactions
Others Institutions Holding DFSD
# of Institutions
292Shares Held
54.8MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH4.17MShares$197 Million1.31% of portfolio
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Beaird Harris Wealth Management, LLC Dallas, TX2.59MShares$122 Million11.2% of portfolio
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Resources Investment Advisors, Llc. Overland Park, KS2.39MShares$113 Million1.35% 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 Million1.09% of portfolio