Barry Investment Advisors, LLC Dimensional ETF Tr Short Durat Transaction History
Barry Investment Advisors, LLC
- $293 Million
- Q2 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 16,502 shares of DFSD stock, worth $787,145. This represents 0.26% of its overall portfolio holdings.
Number of Shares
16,502
Previous 10,370
59.13%
Holding current value
$787,145
Previous $487,000
59.14%
% of portfolio
0.26%
Previous 0.16%
Shares
2 transactions
Others Institutions Holding DFSD
# of Institutions
251Shares Held
42.7MCall Options Held
0Put Options Held
0-
Beaird Harris Wealth Management, LLC Dallas, TX2.37MShares$113 Million11.04% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.18MShares$104 Million1.31% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$99.1 Million1.09% of portfolio
-
Di Nuzzo Private Wealth, Inc. Beaver, PA2MShares$95.4 Million16.24% of portfolio
-
Planning Center, Inc.1.97MShares$94.1 Million16.69% of portfolio