Ethos Financial Group, LLC Dimensional ETF Tr Short Durat Transaction History
Ethos Financial Group, LLC
- $665 Million
- Q4 2024
A detailed history of Ethos Financial Group, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Ethos Financial Group, LLC holds 20,248 shares of DFSD stock, worth $956,110. This represents 0.14% of its overall portfolio holdings.
Number of Shares
20,248
Previous 20,454
1.01%
Holding current value
$956,110
Previous $976,000
2.77%
% of portfolio
0.14%
Previous 0.18%
Shares
3 transactions
Others Institutions Holding DFSD
# of Institutions
328Shares Held
65.8MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH4.17MShares$197 Million1.31% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.98MShares$141 Million2.55% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.71MShares$128 Million1.54% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.59MShares$122 Million11.2% of portfolio
-
Savant Capital, LLC2.31MShares$109 Million0.88% of portfolio