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 $1.08 Million. This represents 0.36% of its overall portfolio holdings.
Number of Shares
22,999
Previous 19,971
15.16%
Holding current value
$1.08 Million
Previous $953,000
13.12%
% of portfolio
0.36%
Previous 0.3%
Shares
4 transactions
Others Institutions Holding DFSD
# of Institutions
271Shares Held
50.4MCall 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$97.7 Million1.09% of portfolio
-
Planning Center, Inc.2.05MShares$96.3 Million16.79% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.02MShares$95.1 Million2.21% of portfolio