Life Pro Asset Management Dimensional ETF Tr Short Durat Transaction History
Life Pro Asset Management
- $132 Million
- Q3 2024
A detailed history of Life Pro Asset Management transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Life Pro Asset Management holds 80,175 shares of DFSD stock, worth $3.79 Million. This represents 2.91% of its overall portfolio holdings.
Number of Shares
80,175
Previous 65,602
22.21%
Holding current value
$3.79 Million
Previous $3.08 Million
24.13%
% of portfolio
2.91%
Previous 2.46%
Shares
3 transactions
Others Institutions Holding DFSD
# of Institutions
260Shares Held
49MCall Options Held
0Put Options Held
0-
Resources Investment Advisors, Llc. Overland Park, KS2.39MShares$113 Million1.35% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.37MShares$112 Million11.04% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$98.2 Million1.09% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.02MShares$95.7 Million2.21% of portfolio
-
Planning Center, Inc.2.01MShares$95.1 Million16.23% of portfolio