Hemington Wealth Management Dimensional ETF Tr Short Durat Transaction History
Hemington Wealth Management
- $398 Million
- Q4 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 240,739 shares of DFSD stock, worth $11.4 Million. This represents 2.84% of its overall portfolio holdings.
Number of Shares
240,739
Previous 199,549
20.64%
Holding current value
$11.4 Million
Previous $9.43 Million
19.72%
% of portfolio
2.84%
Previous 2.54%
Shares
4 transactions
Others Institutions Holding DFSD
# of Institutions
320Shares Held
64.1MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH4.17MShares$197 Million1.31% 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
-
Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$98.2 Million1.09% of portfolio