Global Retirement Partners, LLC Dimensional ETF Tr Short Durat Transaction History
Global Retirement Partners, LLC
- $3.25 Billion
- Q3 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 1,262 shares of DFSD stock, worth $59,755. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,262
Previous 1,353
6.73%
Holding current value
$59,755
Previous $63,000
4.76%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding DFSD
# of Institutions
258Shares Held
46.4MCall Options Held
0Put Options Held
0-
Resources Investment Advisors, Llc. Overland Park, KS2.39MShares$113 Million1.35% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.37MShares$112 Million11.04% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$98.4 Million1.09% of portfolio
-
Di Nuzzo Private Wealth, Inc. Beaver, PA2MShares$94.6 Million15.04% of portfolio
-
Planning Center, Inc.1.97MShares$93.4 Million16.69% of portfolio