Integrated Wealth Concepts LLC Dimensional ETF Tr Short Durat Transaction History
Integrated Wealth Concepts LLC
- $7.02 Billion
- Q2 2024
A detailed history of Integrated Wealth Concepts LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 221,419 shares of DFSD stock, worth $10.6 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
221,419
Previous 53,284
315.55%
Holding current value
$10.6 Million
Previous $2.51 Million
315.24%
% of portfolio
0.15%
Previous 0.04%
Shares
7 transactions
Others Institutions Holding DFSD
# of Institutions
251Shares Held
42.7MCall Options Held
0Put Options Held
0-
Beaird Harris Wealth Management, LLC Dallas, TX2.37MShares$113 Million11.04% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.18MShares$104 Million1.31% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$99.1 Million1.09% of portfolio
-
Di Nuzzo Private Wealth, Inc. Beaver, PA2MShares$95.4 Million16.24% of portfolio
-
Planning Center, Inc.1.97MShares$94.1 Million16.69% of portfolio