Brady Martz Wealth Solutions, LLC Dimensional ETF Tr Short Durat Transaction History
Brady Martz Wealth Solutions, LLC
- $415 Billion
- Q4 2024
A detailed history of Brady Martz Wealth Solutions, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Brady Martz Wealth Solutions, LLC holds 88,288 shares of DFSD stock, worth $4.15 Million. This represents 1.0% of its overall portfolio holdings.
Number of Shares
88,288Holding current value
$4.15 Million% of portfolio
1.0%Shares
1 transactions
Others Institutions Holding DFSD
# of Institutions
262Shares Held
50MCall 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$97.6 Million1.09% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.02MShares$95 Million2.21% of portfolio
-
Planning Center, Inc.2.01MShares$94.5 Million16.23% of portfolio