Disciplined Investments, LLC Dimensional ETF Tr Short Durat Transaction History
Disciplined Investments, LLC
- $195 Million
- Q3 2024
A detailed history of Disciplined Investments, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Disciplined Investments, LLC holds 92,612 shares of DFSD stock, worth $4.36 Million. This represents 2.27% of its overall portfolio holdings.
Number of Shares
92,612
Previous 50,361
83.9%
Holding current value
$4.36 Million
Previous $2.37 Million
86.86%
% of portfolio
2.27%
Previous 1.31%
Shares
7 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