Di Nuzzo Private Wealth, Inc. Dimensional ETF Tr Short Durat Transaction History
Di Nuzzo Private Wealth, Inc.
- $618 Million
- Q4 2024
A detailed history of Di Nuzzo Private Wealth, Inc. transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Di Nuzzo Private Wealth, Inc. holds 1,949,760 shares of DFSD stock, worth $92.3 Million. This represents 14.78% of its overall portfolio holdings.
Number of Shares
1,949,760
Previous 1,998,729
2.45%
Holding current value
$92.3 Million
Previous $95.4 Million
4.21%
% of portfolio
14.78%
Previous 15.04%
Shares
6 transactions
Others Institutions Holding DFSD
# of Institutions
332Shares Held
67.2MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH4.17MShares$197 Million1.31% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.98MShares$141 Million2.55% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.71MShares$128 Million1.54% of portfolio
-
Apella Capital, LLC2.69MShares$128 Million4.45% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.59MShares$123 Million11.2% of portfolio