Maryland Capital Advisors Inc. Dimensional ETF Tr Short Durat Transaction History
Maryland Capital Advisors Inc.
- $203 Million
- Q3 2024
A detailed history of Maryland Capital Advisors Inc. transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Maryland Capital Advisors Inc. holds 53,863 shares of DFSD stock, worth $2.52 Million. This represents 1.27% of its overall portfolio holdings.
Number of Shares
53,863
Previous 54,785
1.68%
Holding current value
$2.52 Million
Previous $2.57 Million
0.12%
% of portfolio
1.27%
Previous 1.4%
Shares
7 transactions
Others Institutions Holding DFSD
# of Institutions
260Shares Held
49.1MCall 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$112 Million1.35% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$97.3 Million1.09% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.02MShares$94.7 Million2.21% of portfolio
-
Planning Center, Inc.2.01MShares$94.2 Million16.23% of portfolio