Dbk Financial Counsel, LLC Dimensional ETF Tr Short Durat Transaction History

Dbk Financial Counsel, LLC

$90.1 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 06, 2022	SELL	$45.55 - $47.51 $143,254 - $149,418	-3,145 Reduced 24.08%	9,915 $456,000
Q2 2022 Jul 11, 2022	BUY	$46.22 - $47.82 $603,633 - $624,529	13,060 New	13,060 $612,000

Others Institutions Holding DFSD

# of Institutions

251

Shares Held

42.7M

Call Options Held

0

Put Options Held

0

Beaird Harris Wealth Management, LLC Dallas, TX

2.37M
Shares

$113 Million
11.04% of portfolio
Resources Investment Advisors, Llc. Overland Park, KS

2.18M
Shares

$104 Million
1.31% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

2.08M
Shares

$99.1 Million
1.09% of portfolio
Di Nuzzo Private Wealth, Inc. Beaver, PA

2M
Shares

$95.4 Million
16.24% of portfolio
Planning Center, Inc.

1.97M
Shares

$94.1 Million
16.69% of portfolio

About DIMENSIONAL ETF TR SHORT DURAT

Ticker DFSD
Sector ETFs
Industry ETFs

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