Invst, LLC Dimensional ETF Tr Short Durat Transaction History

Invst, LLC

$927 Million
Q2 2024

A detailed history of Invst, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Invst, LLC holds 15,314 shares of DFSD stock, worth $724,352. This represents 0.08% of its overall portfolio holdings.

Number of Shares

15,314

Holding current value

$724,352

% of portfolio

0.08%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 16, 2024	BUY	$46.64 - $47.15 $714,244 - $722,055	15,314 New	15,314 $719,000

Others Institutions Holding DFSD

# of Institutions

261

Shares Held

48.8M

Call Options Held

Put Options Held

Resources Investment Advisors, Llc. Overland Park, KS

2.39M
Shares

$113 Million
1.35% of portfolio
Beaird Harris Wealth Management, LLC Dallas, TX

2.37M
Shares

$112 Million
11.04% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

2.08M
Shares

$98.3 Million
1.09% of portfolio
Buckingham Strategic Partners Saint Louis, MO

2.02M
Shares

$95.7 Million
2.21% of portfolio
Planning Center, Inc.

2.01M
Shares

$95.2 Million
16.23% of portfolio

View Full List

About DIMENSIONAL ETF TR SHORT DURAT

Ticker DFSD
Sector ETFs
Industry ETFs

More about DFSD

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