Diversified Portfolios, Inc. Dimensional ETF Tr Short Durat Transaction History
Diversified Portfolios, Inc.
- $844 Million
- Q4 2024
A detailed history of Diversified Portfolios, Inc. transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Diversified Portfolios, Inc. holds 563,958 shares of DFSD stock, worth $26.6 Million. This represents 3.13% of its overall portfolio holdings.
Number of Shares
563,958
Previous 421,197
33.89%
Holding current value
$26.6 Million
Previous $20.1 Million
31.49%
% of portfolio
3.13%
Previous 2.4%
Shares
3 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
-
Resources Investment Advisors, Llc. Overland Park, KS2.39MShares$113 Million1.35% of portfolio
-
Savant Capital, LLC2.31MShares$109 Million0.88% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$97.9 Million1.09% of portfolio
-
Planning Center, Inc.2.05MShares$96.5 Million16.79% of portfolio