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 $3.78 Million. This represents 2.91% of its overall portfolio holdings.
Number of Shares
80,175
Previous 65,602
22.21%
Holding current value
$3.78 Million
Previous $3.08 Million
24.13%
% of portfolio
2.91%
Previous 2.46%
Shares
3 transactions
Others Institutions Holding DFSD
# of Institutions
281Shares Held
53.8MCall 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$98 Million1.09% of portfolio
-
Planning Center, Inc.2.05MShares$96.6 Million16.79% of portfolio