Investment Advisory Group, LLC Dimensional ETF Tr Short Durat Transaction History

Investment Advisory Group, LLC

$254 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 16, 2023	SELL	$46.24 - $46.65 $41,246 - $41,611	-892 Reduced 14.68%	5,183 $240,000
Q4 2022 Jan 19, 2023	BUY	$45.19 - $46.47 $274,529 - $282,305	6,075 New	6,075 $0

Others Institutions Holding DFSD

# of Institutions

251

Shares Held

42.7M

Call Options Held

0

Put Options Held

0

Beaird Harris Wealth Management, LLC Dallas, TX

2.37M
Shares

$113 Million
11.04% of portfolio
Resources Investment Advisors, Llc. Overland Park, KS

2.18M
Shares

$104 Million
1.31% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

2.08M
Shares

$99.1 Million
1.09% of portfolio
Di Nuzzo Private Wealth, Inc. Beaver, PA

2M
Shares

$95.4 Million
16.24% of portfolio
Planning Center, Inc.

1.97M
Shares

$94.1 Million
16.69% of portfolio

About DIMENSIONAL ETF TR SHORT DURAT

Ticker DFSD
Sector ETFs
Industry ETFs

More about DFSD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Investment Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Investment Advisory Group, LLC with notifications on news.