Lpl Financial LLC Dimensional ETF Tr Short Durat Transaction History
Lpl Financial LLC
- $218 Billion
- Q3 2024
A detailed history of Lpl Financial LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Lpl Financial LLC holds 218,499 shares of DFSD stock, worth $10.3 Million. This represents 0.0% of its overall portfolio holdings.
Number of Shares
218,499
Previous 199,998
9.25%
Holding current value
$10.3 Million
Previous $9.4 Million
10.98%
% of portfolio
0.0%
Previous 0.0%
Shares
10 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$97.9 Million1.09% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.02MShares$95.3 Million2.21% of portfolio
-
Planning Center, Inc.2.01MShares$94.8 Million16.23% of portfolio