Hfg Wealth Management, LLC Dimensional ETF Tr Short Durat Transaction History
Hfg Wealth Management, LLC
- $165 Billion
- Q1 2025
A detailed history of Hfg Wealth Management, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Hfg Wealth Management, LLC holds 14,675 shares of DFSD stock, worth $695,448. This represents 0.42% of its overall portfolio holdings.
Number of Shares
14,675
Previous 13,507
8.65%
Holding current value
$695,448
Previous $645 Million
6.69%
% of portfolio
0.42%
Previous 0.42%
Shares
6 transactions
Others Institutions Holding DFSD
# of Institutions
334Shares Held
66.9MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH4.17MShares$198 Million1.31% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.98MShares$141 Million2.55% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.71MShares$129 Million1.54% of portfolio
-
Apella Capital, LLC2.69MShares$128 Million4.45% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.59MShares$123 Million11.2% of portfolio