Diversify Wealth Management, LLC Dimensional ETF Tr Short Durat Transaction History
Diversify Wealth Management, LLC
- $1.04 Trillion
- Q3 2024
A detailed history of Diversify Wealth Management, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 91,324 shares of DFSD stock, worth $4.3 Million. This represents 0.42% of its overall portfolio holdings.
Number of Shares
91,324
Previous 102,106
10.56%
Holding current value
$4.3 Million
Previous $4.84 Billion
10.89%
% of portfolio
0.42%
Previous 0.6%
Shares
2 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