Gradient Investments LLC Dimensional ETF Tr Short Durat Transaction History
Gradient Investments LLC
- $3.55 Billion
- Q1 2024
A detailed history of Gradient Investments LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Gradient Investments LLC holds 99 shares of DFSD stock, worth $4,670. This represents 0.0% of its overall portfolio holdings.
Number of Shares
99
Previous 99
-0.0%
Holding current value
$4,670
Previous $4,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 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