Bcu Wealth Advisors, LLC Dimensional ETF Tr Short Durat Transaction History
Bcu Wealth Advisors, LLC
- $135 Billion
- Q2 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 190,100 shares of DFSD stock, worth $9.05 Million. This represents 6.6% of its overall portfolio holdings.
Number of Shares
190,100
Previous 162,954
16.66%
Holding current value
$9.05 Million
Previous $7.67 Billion
16.56%
% of portfolio
6.6%
Previous 6.51%
Shares
3 transactions
Others Institutions Holding DFSD
# of Institutions
251Shares Held
42.9MCall 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$98.9 Million1.09% of portfolio
-
Di Nuzzo Private Wealth, Inc. Beaver, PA2MShares$95.2 Million16.24% of portfolio
-
Planning Center, Inc.1.97MShares$93.9 Million16.69% of portfolio