Ifp Advisors, Inc Dimensional ETF Tr Short Durat Transaction History
Ifp Advisors, Inc
- $2.42 Billion
- Q2 2024
A detailed history of Ifp Advisors, Inc transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Ifp Advisors, Inc holds 98,254 shares of DFSD stock, worth $4.61 Million. This represents 0.19% of its overall portfolio holdings.
Number of Shares
98,254
Previous 88,082
11.55%
Holding current value
$4.61 Million
Previous $4.14 Million
11.44%
% of portfolio
0.19%
Previous 0.19%
Shares
12 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$97.5 Million1.09% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.02MShares$94.9 Million2.21% of portfolio
-
Planning Center, Inc.2.01MShares$94.4 Million16.23% of portfolio