Cpwm, LLC Dimensional ETF Tr Short Durat Transaction History
Cpwm, LLC
- $1.06 Billion
- Q3 2022
A detailed history of Cpwm, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Cpwm, LLC holds 12,691 shares of DFSD stock, worth $597,873. This represents 0.06% of its overall portfolio holdings.
Number of Shares
12,691
Previous 5,856
116.72%
Holding current value
$597,873
Previous $275,000
112.36%
% of portfolio
0.06%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding DFSD
# of Institutions
260Shares Held
49MCall Options Held
0Put Options Held
0-
Resources Investment Advisors, Llc. Overland Park, KS2.39MShares$113 Million1.35% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.37MShares$112 Million11.04% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$97.9 Million1.09% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.02MShares$95.3 Million2.21% of portfolio
-
Planning Center, Inc.2.01MShares$94.8 Million16.23% of portfolio