Di Nuzzo Private Wealth, Inc. Dimensional ETF Tr Short Durat Transaction History
Di Nuzzo Private Wealth, Inc.
- $579 Million
- Q2 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 2,000,410 shares of DFSD stock, worth $95.6 Million. This represents 16.24% of its overall portfolio holdings.
Number of Shares
2,000,410
Previous 1,946,362
2.78%
Holding current value
$95.6 Million
Previous $91.6 Million
2.69%
% of portfolio
16.24%
Previous 15.85%
Shares
4 transactions
Others Institutions Holding DFSD
# of Institutions
251Shares Held
42.7MCall Options Held
0Put Options Held
0-
Beaird Harris Wealth Management, LLC Dallas, TX2.37MShares$113 Million11.04% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.18MShares$104 Million1.31% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$99.3 Million1.09% of portfolio
-
Planning Center, Inc.1.97MShares$94.2 Million16.69% of portfolio
-
High Tower Advisors, LLC Chicago, IL1.59MShares$76.2 Million0.12% of portfolio