Burney CO Dimensional ETF Tr Short Durat Transaction History
Burney CO
- $2.54 Billion
- Q3 2024
A detailed history of Burney CO transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Burney CO holds 150,144 shares of DFSD stock, worth $7.11 Million. This represents 0.28% of its overall portfolio holdings.
Number of Shares
150,144
Previous 260,229
42.3%
Holding current value
$7.11 Million
Previous $12.2 Million
41.4%
% of portfolio
0.28%
Previous 0.52%
Shares
7 transactions
Others Institutions Holding DFSD
# of Institutions
260Shares Held
49.1MCall Options Held
0Put Options Held
0-
Beaird Harris Wealth Management, LLC Dallas, TX2.49MShares$118 Million11.0% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.39MShares$113 Million1.35% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$98.4 Million1.09% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.02MShares$95.8 Million2.21% of portfolio
-
Planning Center, Inc.2.01MShares$95.3 Million16.23% of portfolio