Cardiff Park Advisors, LLC Dimensional ETF Tr Short Durat Transaction History

Cardiff Park Advisors, LLC

$1.33 Billion
Q2 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 09, 2023	BUY	$45.19 - $46.47 $154,730 - $159,113	3,424 New	3,424 $157,000

Others Institutions Holding DFSD

# of Institutions

258

Shares Held

46.4M

Call Options Held

0

Put Options Held

0

Resources Investment Advisors, Llc. Overland Park, KS

2.39M
Shares

$113 Million
1.35% of portfolio
Beaird Harris Wealth Management, LLC Dallas, TX

2.37M
Shares

$112 Million
11.04% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

2.08M
Shares

$98.4 Million
1.09% of portfolio
Di Nuzzo Private Wealth, Inc. Beaver, PA

2M
Shares

$94.6 Million
15.04% of portfolio
Planning Center, Inc.

1.97M
Shares

$93.4 Million
16.69% of portfolio

About DIMENSIONAL ETF TR SHORT DURAT

Ticker DFSD
Sector ETFs
Industry ETFs

More about DFSD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cardiff Park Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cardiff Park Advisors, LLC with notifications on news.