Hartmann Taylor Wealth Management, LLC Dimensional ETF Tr Short Durat Transaction History
Hartmann Taylor Wealth Management, LLC
- $112 Billion
- Q1 2025
A detailed history of Hartmann Taylor Wealth Management, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Hartmann Taylor Wealth Management, LLC holds 56,415 shares of DFSD stock, worth $2.67 Million. This represents 2.4% of its overall portfolio holdings.
Number of Shares
56,415Holding current value
$2.67 Million% of portfolio
2.4%Shares
1 transactions
Others Institutions Holding DFSD
# of Institutions
334Shares Held
67.2MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH4.17MShares$197 Million1.31% of portfolio
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Buckingham Strategic Partners Saint Louis, MO2.98MShares$141 Million2.55% of portfolio
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Resources Investment Advisors, Llc. Overland Park, KS2.71MShares$128 Million1.54% of portfolio
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Apella Capital, LLC2.69MShares$128 Million4.45% of portfolio
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Beaird Harris Wealth Management, LLC Dallas, TX2.59MShares$123 Million11.2% of portfolio