Bos Asset Management, LLC Dimensional ETF Tr Short Durat Transaction History
Bos Asset Management, LLC
- $272 Billion
- Q3 2024
A detailed history of Bos Asset Management, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Bos Asset Management, LLC holds 31,131 shares of DFSD stock, worth $1.47 Million. This represents 0.55% of its overall portfolio holdings.
Number of Shares
31,131
Previous 25,177
23.65%
Holding current value
$1.47 Million
Previous $1.18 Billion
25.6%
% of portfolio
0.55%
Previous 0.55%
Shares
5 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