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 $211,495. This represents 0.01% of its overall portfolio holdings.
Number of Shares
4,498
Previous 6,081
26.03%
Holding current value
$211,495
Previous $290,000
27.59%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding DFSD
# of Institutions
271Shares Held
50.4MCall 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$97.7 Million1.09% of portfolio
-
Planning Center, Inc.2.05MShares$96.3 Million16.79% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.02MShares$95.1 Million2.21% of portfolio