David Wealth Management LLC Dimensional ETF Tr Short Durat Transaction History
David Wealth Management LLC
- $121 Billion
- Q4 2024
A detailed history of David Wealth Management LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, David Wealth Management LLC holds 352,505 shares of DFSD stock, worth $16.6 Million. This represents 13.65% of its overall portfolio holdings.
Number of Shares
352,505Holding current value
$16.6 Million% of portfolio
13.65%Shares
1 transactions
Others Institutions Holding DFSD
# of Institutions
279Shares Held
53MCall Options Held
0Put Options Held
0-
Beaird Harris Wealth Management, LLC Dallas, TX2.49MShares$117 Million11.0% of portfolio
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Resources Investment Advisors, Llc. Overland Park, KS2.39MShares$113 Million1.35% of portfolio
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Savant Capital, LLC2.31MShares$109 Million0.88% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$97.9 Million1.09% of portfolio
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Planning Center, Inc.2.05MShares$96.5 Million16.79% of portfolio