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 $10.2 Million. This represents 6.19% of its overall portfolio holdings.
Number of Shares
217,683
Previous 190,100
14.51%
Holding current value
$10.2 Million
Previous $8.93 Billion
16.31%
% of portfolio
6.19%
Previous 6.6%
Shares
4 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