Chicago Partners Investment Group LLC Dimensional ETF Tr Short Durat Transaction History
Chicago Partners Investment Group LLC
- $2.81 Billion
- Q3 2024
A detailed history of Chicago Partners Investment Group LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Chicago Partners Investment Group LLC holds 127,681 shares of DFSD stock, worth $6.02 Million. This represents 0.22% of its overall portfolio holdings.
Number of Shares
127,681
Previous 123,330
3.53%
Holding current value
$6.02 Million
Previous $5.8 Million
5.16%
% of portfolio
0.22%
Previous 0.24%
Shares
12 transactions
Others Institutions Holding DFSD
# of Institutions
260Shares Held
49MCall Options Held
0Put Options Held
0-
Resources Investment Advisors, Llc. Overland Park, KS2.39MShares$113 Million1.35% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.37MShares$112 Million11.04% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$97.9 Million1.09% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.02MShares$95.3 Million2.21% of portfolio
-
Planning Center, Inc.2.01MShares$94.8 Million16.23% of portfolio