Burney CO Dimensional ETF Tr Short Durat Transaction History
Burney CO
- $2.39 Billion
- Q1 2024
A detailed history of Burney CO transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Burney CO holds 397,660 shares of DFSD stock, worth $18.7 Million. This represents 0.78% of its overall portfolio holdings.
Number of Shares
397,660
Previous 500,762
20.59%
Holding current value
$18.7 Million
Previous $23.5 Million
20.54%
% of portfolio
0.78%
Previous 1.08%
Shares
5 transactions
Others Institutions Holding DFSD
# of Institutions
223Shares Held
34.8MCall Options Held
0Put Options Held
0-
Beaird Harris Wealth Management, LLC Dallas, TX2.25MShares$106 Million10.59% of portfolio
-
Di Nuzzo Private Wealth, Inc. Beaver, PA1.95MShares$91.5 Million15.85% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS1.77MShares$83.1 Million1.34% of portfolio
-
High Tower Advisors, LLC Chicago, IL1.58MShares$74.2 Million0.12% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.58MShares$74.1 Million0.84% of portfolio