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 $10.8 Million. This represents 0.34% of its overall portfolio holdings.
Number of Shares
230,923
Previous 219,231
5.33%
Holding current value
$10.8 Million
Previous $10.3 Million
7.0%
% of portfolio
0.34%
Previous 0.33%
Shares
8 transactions
Others Institutions Holding DFSD
# of Institutions
260Shares Held
49.1MCall 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$112 Million1.35% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$97.3 Million1.09% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.02MShares$94.8 Million2.21% of portfolio
-
Planning Center, Inc.2.01MShares$94.2 Million16.23% of portfolio