Dynamic Advisor Solutions LLC Dimensional ETF Tr Short Durat Transaction History
Dynamic Advisor Solutions LLC
- $2.31 Billion
- Q4 2024
A detailed history of Dynamic Advisor Solutions LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Dynamic Advisor Solutions LLC holds 236,004 shares of DFSD stock, worth $11.2 Million. This represents 0.48% of its overall portfolio holdings.
Number of Shares
236,004
Previous 230,923
2.2%
Holding current value
$11.2 Million
Previous $11 Million
0.35%
% of portfolio
0.48%
Previous 0.34%
Shares
9 transactions
Others Institutions Holding DFSD
# of Institutions
332Shares Held
66MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH4.17MShares$198 Million1.31% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.98MShares$142 Million2.55% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.71MShares$129 Million1.54% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.59MShares$123 Million11.2% of portfolio
-
Savant Capital, LLC2.31MShares$110 Million0.88% of portfolio