Coston, Mc Isaac & Partners Dimensional ETF Tr Short Durat Transaction History
Coston, Mc Isaac & Partners
- $281 Million
- Q4 2024
A detailed history of Coston, Mc Isaac & Partners transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Coston, Mc Isaac & Partners holds 5,816 shares of DFSD stock, worth $274,340. This represents 0.1% of its overall portfolio holdings.
Number of Shares
5,816
Previous 209
2682.78%
Holding current value
$274,340
Previous $9,000
2922.22%
% of portfolio
0.1%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding DFSD
# of Institutions
282Shares Held
53.9MCall 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$113 Million1.35% of portfolio
-
Savant Capital, LLC2.31MShares$109 Million0.88% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$98 Million1.09% of portfolio
-
Planning Center, Inc.2.05MShares$96.6 Million16.79% of portfolio