Cfs Investment Advisory Services, LLC Dimensional ETF Tr Short Durat Transaction History
Cfs Investment Advisory Services, LLC
- $595 Million
- Q1 2024
A detailed history of Cfs Investment Advisory Services, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Cfs Investment Advisory Services, LLC holds 153,744 shares of DFSD stock, worth $7.23 Million. This represents 1.22% of its overall portfolio holdings.
Number of Shares
153,744
Previous 160,141
3.99%
Holding current value
$7.23 Million
Previous $7.53 Million
3.93%
% of portfolio
1.22%
Previous 1.36%
Shares
10 transactions
Others Institutions Holding DFSD
# of Institutions
223Shares Held
34.8MCall Options Held
0Put Options Held
0-
Beaird Harris Wealth Management, LLC Dallas, TX2.25MShares$106 Million10.59% of portfolio
-
Di Nuzzo Private Wealth, Inc. Beaver, PA1.95MShares$91.5 Million15.85% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS1.77MShares$83.1 Million1.34% of portfolio
-
High Tower Advisors, LLC Chicago, IL1.58MShares$74.2 Million0.12% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.58MShares$74.1 Million0.84% of portfolio