Burney CO Dimensional ETF Tr Short Durat Transaction History
Burney CO
- $2.37 Billion
- Q2 2024
A detailed history of Burney CO transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Burney CO holds 260,229 shares of DFSD stock, worth $12.4 Million. This represents 0.52% of its overall portfolio holdings.
Number of Shares
260,229
Previous 397,660
34.56%
Holding current value
$12.4 Million
Previous $18.7 Million
34.62%
% of portfolio
0.52%
Previous 0.78%
Shares
6 transactions
Others Institutions Holding DFSD
# of Institutions
251Shares Held
42.7MCall Options Held
0Put Options Held
0-
Beaird Harris Wealth Management, LLC Dallas, TX2.37MShares$113 Million11.04% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.18MShares$104 Million1.31% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$99.3 Million1.09% of portfolio
-
Di Nuzzo Private Wealth, Inc. Beaver, PA2MShares$95.6 Million16.24% of portfolio
-
Planning Center, Inc.1.97MShares$94.2 Million16.69% of portfolio