Builder Investment Group Inc /Adv Dimensional ETF Tr Short Durat Transaction History
Builder Investment Group Inc /Adv
- $368 Billion
- Q4 2024
A detailed history of Builder Investment Group Inc /Adv transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Builder Investment Group Inc /Adv holds 4,389 shares of DFSD stock, worth $206,370. This represents 0.06% of its overall portfolio holdings.
Number of Shares
4,389
Previous 4,225
3.88%
Holding current value
$206,370
Previous $202 Million
2.0%
% of portfolio
0.06%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding DFSD
# of Institutions
264Shares 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$97.7 Million1.09% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.02MShares$95.1 Million2.21% of portfolio
-
Planning Center, Inc.2.01MShares$94.6 Million16.23% of portfolio