Global Retirement Partners, LLC Dimensional ETF Tr Short Durat Transaction History
Global Retirement Partners, LLC
- $3.4 Billion
- Q4 2024
A detailed history of Global Retirement Partners, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Global Retirement Partners, LLC holds 1,650 shares of DFSD stock, worth $77,913. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,650
Previous 1,262
30.74%
Holding current value
$77,913
Previous $60,000
28.33%
% of portfolio
0.0%
Previous 0.0%
Shares
4 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