Barry Investment Advisors, LLC Dimensional ETF Tr Short Durat Transaction History
Barry Investment Advisors, LLC
- $322 Million
- Q3 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 19,971 shares of DFSD stock, worth $935,042. This represents 0.3% of its overall portfolio holdings.
Number of Shares
19,971
Previous 16,502
21.02%
Holding current value
$935,042
Previous $775,000
22.97%
% of portfolio
0.3%
Previous 0.26%
Shares
3 transactions
Others Institutions Holding DFSD
# of Institutions
260Shares Held
49.1MCall Options Held
0Put Options Held
0-
Beaird Harris Wealth Management, LLC Dallas, TX2.49MShares$117 Million11.0% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.39MShares$112 Million1.35% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$97.3 Million1.09% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.02MShares$94.7 Million2.21% of portfolio
-
Planning Center, Inc.2.01MShares$94.2 Million16.23% of portfolio