Kooman & Associates Dimensional ETF Tr Short Durat Transaction History
Kooman & Associates
- $249 Billion
- Q2 2024
A detailed history of Kooman & Associates transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Kooman & Associates holds 128,455 shares of DFSD stock, worth $6.12 Million. This represents 2.43% of its overall portfolio holdings.
Number of Shares
128,455
Previous 127,813
0.5%
Holding current value
$6.12 Million
Previous $6.01 Billion
0.42%
% of portfolio
2.43%
Previous 2.51%
Shares
10 transactions
Others Institutions Holding DFSD
# of Institutions
251Shares Held
42.7MCall Options Held
0Put Options Held
0-
Beaird Harris Wealth Management, LLC Dallas, TX2.37MShares$113 Million11.04% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.18MShares$104 Million1.31% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$99 Million1.09% of portfolio
-
Di Nuzzo Private Wealth, Inc. Beaver, PA2MShares$95.3 Million16.24% of portfolio
-
Planning Center, Inc.1.97MShares$94 Million16.69% of portfolio