Commonwealth Equity Services, LLC Dimensional ETF Tr Short Durat Transaction History
Commonwealth Equity Services, LLC
- $66 Billion
- Q3 2024
A detailed history of Commonwealth Equity Services, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Commonwealth Equity Services, LLC holds 905,006 shares of DFSD stock, worth $42.7 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
905,006
Previous 864,211
4.72%
Holding current value
$42.7 Million
Previous $40.6 Million
6.37%
% of portfolio
0.07%
Previous 0.06%
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$95.4 Million2.21% of portfolio
-
Planning Center, Inc.2.01MShares$94.9 Million16.23% of portfolio