Copperleaf Capital, LLC Dimensional ETF Tr Short Durat Transaction History
Copperleaf Capital, LLC
- $110 Million
- Q2 2024
A detailed history of Copperleaf Capital, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Copperleaf Capital, LLC holds 10,611 shares of DFSD stock, worth $506,144. This represents 0.45% of its overall portfolio holdings.
Number of Shares
10,611
Previous 9,448
12.31%
Holding current value
$506,144
Previous $444,000
12.16%
% of portfolio
0.45%
Previous 0.42%
Shares
4 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