Intrepid Financial Planning Group LLC Dimensional ETF Tr Short Durat Transaction History
Intrepid Financial Planning Group LLC
- $232 Million
- Q3 2024
A detailed history of Intrepid Financial Planning Group LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Intrepid Financial Planning Group LLC holds 6,605 shares of DFSD stock, worth $311,557. This represents 0.14% of its overall portfolio holdings.
Number of Shares
6,605
Previous 6,715
1.64%
Holding current value
$311,557
Previous $315,000
-0.0%
% of portfolio
0.14%
Previous 0.14%
Shares
4 transactions
Others Institutions Holding DFSD
# of Institutions
281Shares Held
53.8MCall 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$113 Million1.35% of portfolio
-
Savant Capital, LLC2.31MShares$109 Million0.88% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$98 Million1.09% of portfolio
-
Planning Center, Inc.2.05MShares$96.6 Million16.79% of portfolio