Kathleen S. Wright Associates Inc. Dimensional ETF Tr Short Durat Transaction History
Kathleen S. Wright Associates Inc.
- $246 Million
- Q3 2024
A detailed history of Kathleen S. Wright Associates Inc. transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Kathleen S. Wright Associates Inc. holds 8,868 shares of DFSD stock, worth $415,199. This represents 0.17% of its overall portfolio holdings.
Number of Shares
8,868
Previous 6,668
32.99%
Holding current value
$415,199
Previous $313,000
35.14%
% of portfolio
0.17%
Previous 0.14%
Shares
4 transactions
Others Institutions Holding DFSD
# of Institutions
260Shares Held
49.1MCall 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$97.3 Million1.09% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.02MShares$94.7 Million2.21% of portfolio
-
Planning Center, Inc.2.01MShares$94.2 Million16.23% of portfolio