Collective Family Office LLC Dimensional ETF Tr Short Durat Transaction History
Collective Family Office LLC
- $305 Million
- Q1 2024
A detailed history of Collective Family Office LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Collective Family Office LLC holds 8,546 shares of DFSD stock, worth $402,602. This represents 0.13% of its overall portfolio holdings.
Number of Shares
8,546
Previous 13,850
38.3%
Holding current value
$402,602
Previous $651,000
38.25%
% of portfolio
0.13%
Previous 0.23%
Shares
6 transactions
Others Institutions Holding DFSD
# of Institutions
224Shares 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$91.7 Million15.85% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS1.77MShares$83.3 Million1.34% of portfolio
-
High Tower Advisors, LLC Chicago, IL1.58MShares$74.4 Million0.12% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.58MShares$74.3 Million0.84% of portfolio