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 $962,387. This represents 0.14% of its overall portfolio holdings.
Number of Shares
20,248
Previous 20,454
1.01%
Holding current value
$962,387
Previous $976,000
2.77%
% of portfolio
0.14%
Previous 0.18%
Shares
3 transactions
Others Institutions Holding DFSD
# of Institutions
331Shares Held
65.5MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH4.17MShares$198 Million1.31% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.98MShares$142 Million2.55% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.71MShares$129 Million1.54% of portfolio
-
Apella Capital, LLC2.69MShares$128 Million4.45% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.59MShares$123 Million11.2% of portfolio