Hemington Wealth Management Dimensional ETF Tr Short Durat Transaction History
Hemington Wealth Management
- $371 Million
- Q3 2024
A detailed history of Hemington Wealth Management transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Hemington Wealth Management holds 199,549 shares of DFSD stock, worth $9.34 Million. This represents 2.54% of its overall portfolio holdings.
Number of Shares
199,549
Previous 110,512
80.57%
Holding current value
$9.34 Million
Previous $5.19 Million
81.48%
% of portfolio
2.54%
Previous 1.75%
Shares
3 transactions
Others Institutions Holding DFSD
# of Institutions
260Shares Held
49.1MCall Options Held
0Put Options Held
0-
Beaird Harris Wealth Management, LLC Dallas, TX2.49MShares$117 Million11.0% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.39MShares$112 Million1.35% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$97.3 Million1.09% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.02MShares$94.7 Million2.21% of portfolio
-
Planning Center, Inc.2.01MShares$94.2 Million16.23% of portfolio