Eclectic Associates Inc Dimensional ETF Tr Short Durat Transaction History
Eclectic Associates Inc
- $312 Million
- Q4 2024
A detailed history of Eclectic Associates Inc transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Eclectic Associates Inc holds 69,375 shares of DFSD stock, worth $3.26 Million. This represents 1.04% of its overall portfolio holdings.
Number of Shares
69,375
Previous 30,394
128.25%
Holding current value
$3.26 Million
Previous $1.45 Million
124.12%
% of portfolio
1.04%
Previous 0.61%
Shares
5 transactions
Others Institutions Holding DFSD
# of Institutions
271Shares Held
50.4MCall 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$97.7 Million1.09% of portfolio
-
Planning Center, Inc.2.05MShares$96.3 Million16.79% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.02MShares$95.1 Million2.21% of portfolio