Family Wealth Partners, LLC Dimensional ETF Tr Short Durat Transaction History
Family Wealth Partners, LLC
- $176 Billion
- Q1 2024
A detailed history of Family Wealth Partners, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Family Wealth Partners, LLC holds 103,388 shares of DFSD stock, worth $4.88 Million. This represents 2.76% of its overall portfolio holdings.
Number of Shares
103,388
Previous 62,621
65.1%
Holding current value
$4.88 Million
Previous $2.94 Billion
65.21%
% of portfolio
2.76%
Previous 2.27%
Shares
2 transactions
Others Institutions Holding DFSD
# of Institutions
224Shares Held
34.8MCall Options Held
0Put Options Held
0-
Beaird Harris Wealth Management, LLC Dallas, TX2.25MShares$106 Million10.59% of portfolio
-
Di Nuzzo Private Wealth, Inc. Beaver, PA1.95MShares$91.8 Million15.85% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS1.77MShares$83.5 Million1.34% of portfolio
-
High Tower Advisors, LLC Chicago, IL1.58MShares$74.5 Million0.12% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.58MShares$74.4 Million0.84% of portfolio