Capital Performance Advisors LLP Dimensional ETF Tr Short Durat Transaction History
Capital Performance Advisors LLP
- $325 Million
- Q3 2024
A detailed history of Capital Performance Advisors LLP transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Capital Performance Advisors LLP holds 5,375 shares of DFSD stock, worth $252,463. This represents 0.08% of its overall portfolio holdings.
Number of Shares
5,375
Previous 5,850
8.12%
Holding current value
$252,463
Previous $274,000
6.57%
% of portfolio
0.08%
Previous 0.1%
Shares
2 transactions
Others Institutions Holding DFSD
# of Institutions
263Shares Held
50.2MCall 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$97.6 Million1.09% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.02MShares$95 Million2.21% of portfolio
-
Planning Center, Inc.2.01MShares$94.5 Million16.23% of portfolio