Burney CO Dimensional ETF Tr Short Durat Transaction History
Burney CO
- $2.49 Billion
- Q4 2024
A detailed history of Burney CO transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Burney CO holds 125,800 shares of DFSD stock, worth $5.93 Million. This represents 0.24% of its overall portfolio holdings.
Number of Shares
125,800
Previous 150,144
16.21%
Holding current value
$5.93 Million
Previous $7.17 Million
17.72%
% of portfolio
0.24%
Previous 0.28%
Shares
8 transactions
Others Institutions Holding DFSD
# of Institutions
292Shares Held
54.8MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH4.17MShares$197 Million1.31% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.59MShares$122 Million11.2% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.39MShares$113 Million1.35% of portfolio
-
Savant Capital, LLC2.31MShares$109 Million0.88% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$98 Million1.09% of portfolio