Barry Investment Advisors, LLC Dimensional ETF Tr Short Durat Transaction History
Barry Investment Advisors, LLC
- $304 Million
- Q4 2024
A detailed history of Barry Investment Advisors, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Barry Investment Advisors, LLC holds 22,999 shares of DFSD stock, worth $1.09 Million. This represents 0.36% of its overall portfolio holdings.
Number of Shares
22,999
Previous 19,971
15.16%
Holding current value
$1.09 Million
Previous $953,000
13.12%
% of portfolio
0.36%
Previous 0.3%
Shares
4 transactions
Others Institutions Holding DFSD
# of Institutions
332Shares Held
66MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH4.17MShares$197 Million1.31% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.98MShares$141 Million2.55% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.71MShares$129 Million1.54% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.59MShares$123 Million11.2% of portfolio
-
Savant Capital, LLC2.31MShares$109 Million0.88% of portfolio