Bcu Wealth Advisors, LLC Dimensional ETF Tr Short Durat Transaction History
Bcu Wealth Advisors, LLC
- $168 Billion
- Q3 2024
A detailed history of Bcu Wealth Advisors, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Bcu Wealth Advisors, LLC holds 217,683 shares of DFSD stock, worth $10.3 Million. This represents 6.19% of its overall portfolio holdings.
Number of Shares
217,683
Previous 190,100
14.51%
Holding current value
$10.3 Million
Previous $8.93 Billion
16.31%
% of portfolio
6.19%
Previous 6.6%
Shares
4 transactions
Others Institutions Holding DFSD
# of Institutions
258Shares Held
46.3MCall Options Held
0Put Options Held
0-
Resources Investment Advisors, Llc. Overland Park, KS2.39MShares$113 Million1.35% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.37MShares$112 Million11.04% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$98.4 Million1.09% of portfolio
-
Di Nuzzo Private Wealth, Inc. Beaver, PA2MShares$94.6 Million15.04% of portfolio
-
Planning Center, Inc.1.97MShares$93.4 Million16.69% of portfolio