Maryland Capital Advisors Inc. Dimensional ETF Tr Short Durat Transaction History
Maryland Capital Advisors Inc.
- $211 Million
- Q4 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 53,842 shares of DFSD stock, worth $2.55 Million. This represents 1.2% of its overall portfolio holdings.
Number of Shares
53,842
Previous 53,863
0.04%
Holding current value
$2.55 Million
Previous $2.57 Million
1.83%
% of portfolio
1.2%
Previous 1.27%
Shares
8 transactions
Others Institutions Holding DFSD
# of Institutions
331Shares Held
66MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH4.17MShares$198 Million1.31% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.98MShares$141 Million2.55% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.71MShares$129 Million1.54% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.59MShares$123 Million11.2% of portfolio
-
Savant Capital, LLC2.31MShares$109 Million0.88% of portfolio