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 $3.85 Million. This represents 2.91% of its overall portfolio holdings.
Number of Shares
80,175
Previous 65,602
22.21%
Holding current value
$3.85 Million
Previous $3.08 Million
24.13%
% of portfolio
2.91%
Previous 2.46%
Shares
3 transactions
Others Institutions Holding DFSD
# of Institutions
361Shares Held
71.3MCall Options Held
0Put Options Held
0-
Buckingham Strategic Partners Saint Louis, MO3.48MShares$167 Million2.69% of portfolio
-
Apella Capital, LLC3.4MShares$163 Million4.64% of portfolio
-
Savant Capital, LLC3.03MShares$146 Million1.09% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.92MShares$140 Million1.73% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.64MShares$126 Million11.4% of portfolio