Ifg Advisory, LLC Dimensional ETF Tr Short Durat Transaction History

Ifg Advisory, LLC

$1.75 Billion
Q4 2024

A detailed history of Ifg Advisory, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Ifg Advisory, LLC holds 11,088 shares of DFSD stock, worth $527,677. This represents 0.03% of its overall portfolio holdings.

Number of Shares

11,088

Holding current value

$527,677

% of portfolio

0.03%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 14, 2025	BUY	$46.75 - $47.8 $518,364 - $530,006	11,088 New	11,088 $519,000

Others Institutions Holding DFSD

# of Institutions

334

Shares Held

67.6M

Call Options Held

Put Options Held

Essential Planning, Llc. Portsmouth, NH

4.17M
Shares

$198 Million
1.31% of portfolio
Buckingham Strategic Partners Saint Louis, MO

2.98M
Shares

$142 Million
2.55% of portfolio
Resources Investment Advisors, Llc. Overland Park, KS

2.71M
Shares

$129 Million
1.54% of portfolio
Apella Capital, LLC

2.69M
Shares

$128 Million
4.45% of portfolio
Beaird Harris Wealth Management, LLC Dallas, TX

2.59M
Shares

$123 Million
11.2% of portfolio

View Full List

About DIMENSIONAL ETF TR SHORT DURAT

Ticker DFSD
Sector ETFs
Industry ETFs

More about DFSD

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