Concourse Financial Group Securities, Inc. Dimensional ETF Tr Short Durat Transaction History
Concourse Financial Group Securities, Inc.
- $1.64 Billion
- Q3 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 5,105 shares of DFSD stock, worth $239,475. This represents 0.01% of its overall portfolio holdings.
Number of Shares
5,105
Previous 5,342
4.44%
Holding current value
$239,475
Previous $251,000
3.19%
% of portfolio
0.01%
Previous 0.02%
Shares
9 transactions
Others Institutions Holding DFSD
# of Institutions
260Shares Held
49.1MCall Options Held
0Put Options Held
0-
Beaird Harris Wealth Management, LLC Dallas, TX2.49MShares$117 Million11.0% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.39MShares$112 Million1.35% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$97.5 Million1.09% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.02MShares$94.9 Million2.21% of portfolio
-
Planning Center, Inc.2.01MShares$94.4 Million16.23% of portfolio