Keystone Financial Group, Inc. Dimensional ETF Tr Short Durat Transaction History
Keystone Financial Group, Inc.
- $124 Billion
- Q4 2024
A detailed history of Keystone Financial Group, Inc. transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Keystone Financial Group, Inc. holds 67,977 shares of DFSD stock, worth $3.2 Million. This represents 2.58% of its overall portfolio holdings.
Number of Shares
67,977Holding current value
$3.2 Million% of portfolio
2.58%Shares
1 transactions
Others Institutions Holding DFSD
# of Institutions
279Shares Held
53MCall 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$113 Million1.35% of portfolio
-
Savant Capital, LLC2.31MShares$109 Million0.88% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$97.9 Million1.09% of portfolio
-
Planning Center, Inc.2.05MShares$96.5 Million16.79% of portfolio