Concourse Financial Group Securities, Inc. Dimensional ETF Tr Short Durat Transaction History
Concourse Financial Group Securities, Inc.
- $1.67 Billion
- Q4 2024
A detailed history of Concourse Financial Group Securities, Inc. transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Concourse Financial Group Securities, Inc. holds 237 shares of DFSD stock, worth $11,231. This represents 0.0% of its overall portfolio holdings.
Number of Shares
237
Previous 5,105
95.36%
Holding current value
$11,231
Previous $243,000
95.47%
% of portfolio
0.0%
Previous 0.01%
Shares
10 transactions
Others Institutions Holding DFSD
# of Institutions
334Shares Held
67MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH4.17MShares$198 Million1.31% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.98MShares$141 Million2.55% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.71MShares$129 Million1.54% of portfolio
-
Apella Capital, LLC2.69MShares$128 Million4.45% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.59MShares$123 Million11.2% of portfolio