Concourse Financial Group Securities, Inc. Dimensional ETF Tr Short Durat Transaction History
Concourse Financial Group Securities, Inc.
- $1.56 Billion
- Q2 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 5,342 shares of DFSD stock, worth $254,813. This represents 0.02% of its overall portfolio holdings.
Number of Shares
5,342
Previous 5,342
-0.0%
Holding current value
$254,813
Previous $251,000
-0.0%
% of portfolio
0.02%
Previous 0.02%
Shares
8 transactions
Others Institutions Holding DFSD
# of Institutions
251Shares Held
42.7MCall Options Held
0Put Options Held
0-
Beaird Harris Wealth Management, LLC Dallas, TX2.37MShares$113 Million11.04% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.18MShares$104 Million1.31% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$99.1 Million1.09% of portfolio
-
Di Nuzzo Private Wealth, Inc. Beaver, PA2MShares$95.4 Million16.24% of portfolio
-
Planning Center, Inc.1.97MShares$94.1 Million16.69% of portfolio