Invst, LLC Dimensional ETF Tr Short Durat Transaction History
Invst, LLC
- $829 Million
- Q3 2024
A detailed history of Invst, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Invst, LLC holds 19,760 shares of DFSD stock, worth $928,127. This represents 0.11% of its overall portfolio holdings.
Number of Shares
19,760
Previous 15,314
29.03%
Holding current value
$928,127
Previous $719,000
31.15%
% of portfolio
0.11%
Previous 0.08%
Shares
2 transactions
Others Institutions Holding DFSD
# of Institutions
263Shares Held
50.2MCall 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$97.6 Million1.09% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.02MShares$95 Million2.21% of portfolio
-
Planning Center, Inc.2.01MShares$94.5 Million16.23% of portfolio