Dynamic Advisor Solutions LLC Dimensional ETF Tr Short Durat Transaction History
Dynamic Advisor Solutions LLC
- $3.28 Billion
- Q3 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 230,923 shares of DFSD stock, worth $10.9 Million. This represents 0.34% of its overall portfolio holdings.
Number of Shares
230,923
Previous 219,231
5.33%
Holding current value
$10.9 Million
Previous $10.3 Million
7.0%
% of portfolio
0.34%
Previous 0.33%
Shares
8 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