Krilogy Financial LLC Dimensional ETF Tr Short Durat Transaction History

Krilogy Financial LLC

$1.35 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 03, 2023	BUY	$46.1 - $46.75 $340,494 - $345,295	7,386 New	7,386 $344,000
Q3 2022 Oct 06, 2022	BUY	$45.55 - $47.51 $512,756 - $534,820	11,257 New	11,257 $518,000

Others Institutions Holding DFSD

# of Institutions

260

Shares Held

49M

Call Options Held

0

Put Options Held

0

Resources Investment Advisors, Llc. Overland Park, KS

2.39M
Shares

$113 Million
1.35% of portfolio
Beaird Harris Wealth Management, LLC Dallas, TX

2.37M
Shares

$112 Million
11.04% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

2.08M
Shares

$98.2 Million
1.09% of portfolio
Buckingham Strategic Partners Saint Louis, MO

2.02M
Shares

$95.7 Million
2.21% of portfolio
Planning Center, Inc.

2.01M
Shares

$95.1 Million
16.23% of portfolio

About DIMENSIONAL ETF TR SHORT DURAT

Ticker DFSD
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