Journey Strategic Wealth LLC Dimensional ETF Tr Short Durat Transaction History
Journey Strategic Wealth LLC
- $2.65 Billion
- Q4 2024
A detailed history of Journey Strategic Wealth LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Journey Strategic Wealth LLC holds 4,498 shares of DFSD stock, worth $214,644. This represents 0.01% of its overall portfolio holdings.
Number of Shares
4,498
Previous 6,081
26.03%
Holding current value
$214,644
Previous $290,000
27.59%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding DFSD
# of Institutions
339Shares Held
68.3MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH4.17MShares$199 Million1.31% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.98MShares$142 Million2.55% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.92MShares$139 Million1.73% of portfolio
-
Apella Capital, LLC2.69MShares$129 Million4.45% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.59MShares$124 Million11.2% of portfolio