Ethos Financial Group, LLC Dimensional ETF Tr Short Durat Transaction History
Ethos Financial Group, LLC
- $568 Million
- Q2 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 19,326 shares of DFSD stock, worth $923,976. This represents 0.16% of its overall portfolio holdings.
Number of Shares
19,326Holding current value
$923,976% of portfolio
0.16%Shares
1 transactions
Others Institutions Holding DFSD
# of Institutions
251Shares Held
42.7MCall Options Held
0Put Options Held
0-
Beaird Harris Wealth Management, LLC Dallas, TX2.37MShares$113 Million11.04% of portfolio
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Resources Investment Advisors, Llc. Overland Park, KS2.18MShares$104 Million1.31% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$99.3 Million1.09% of portfolio
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Di Nuzzo Private Wealth, Inc. Beaver, PA2MShares$95.6 Million16.24% of portfolio
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Planning Center, Inc.1.97MShares$94.3 Million16.69% of portfolio