Diversified Portfolios, Inc. Dimensional ETF Tr Short Durat Transaction History
Diversified Portfolios, Inc.
- $837 Million
- Q3 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 421,197 shares of DFSD stock, worth $19.7 Million. This represents 2.4% of its overall portfolio holdings.
Number of Shares
421,197
Previous 38,932
981.88%
Holding current value
$19.7 Million
Previous $1.83 Million
999.34%
% of portfolio
2.4%
Previous 0.21%
Shares
2 transactions
Others Institutions Holding DFSD
# of Institutions
260Shares Held
49.1MCall 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$112 Million1.35% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$97.3 Million1.09% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.02MShares$94.7 Million2.21% of portfolio
-
Planning Center, Inc.2.01MShares$94.2 Million16.23% of portfolio