Dixon Fnancial Services, Inc. Dimensional ETF Tr Short Durat Transaction History
Dixon Fnancial Services, Inc.
- $183 Million
- Q4 2024
A detailed history of Dixon Fnancial Services, Inc. transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Dixon Fnancial Services, Inc. holds 9,596 shares of DFSD stock, worth $452,835. This represents 0.25% of its overall portfolio holdings.
Number of Shares
9,596
Previous 8,426
13.89%
Holding current value
$452,835
Previous $402,000
11.69%
% of portfolio
0.25%
Previous 0.22%
Shares
5 transactions
Others Institutions Holding DFSD
# of Institutions
281Shares Held
54.1MCall 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$113 Million1.35% of portfolio
-
Savant Capital, LLC2.31MShares$109 Million0.88% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$98 Million1.09% of portfolio
-
Planning Center, Inc.2.05MShares$96.6 Million16.79% of portfolio