Dixon Fnancial Services, Inc. Dimensional ETF Tr Short Durat Transaction History
Dixon Fnancial Services, Inc.
- $187 Million
- Q3 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 8,426 shares of DFSD stock, worth $398,971. This represents 0.22% of its overall portfolio holdings.
Number of Shares
8,426
Previous 7,148
17.88%
Holding current value
$398,971
Previous $335,000
20.0%
% of portfolio
0.22%
Previous 0.19%
Shares
4 transactions
Others Institutions Holding DFSD
# of Institutions
258Shares Held
46.3MCall 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$98.4 Million1.09% of portfolio
-
Di Nuzzo Private Wealth, Inc. Beaver, PA2MShares$94.6 Million15.04% of portfolio
-
Planning Center, Inc.1.97MShares$93.4 Million16.69% of portfolio