Capital Performance Advisors LLP Dimensional ETF Tr Short Durat Transaction History
Capital Performance Advisors LLP
- $261 Million
- Q2 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 5,850 shares of DFSD stock, worth $279,045. This represents 0.1% of its overall portfolio holdings.
Number of Shares
5,850Holding current value
$279,045% of portfolio
0.1%Shares
1 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
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Resources Investment Advisors, Llc. Overland Park, KS2.18MShares$104 Million1.31% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$99.1 Million1.09% of portfolio
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Di Nuzzo Private Wealth, Inc. Beaver, PA2MShares$95.4 Million16.24% of portfolio
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Planning Center, Inc.1.97MShares$94.1 Million16.69% of portfolio