Matisse Capital Dimensional ETF Tr Short Durat Transaction History
Matisse Capital
- $205 Million
- Q3 2024
A detailed history of Matisse Capital transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Matisse Capital holds 6,500 shares of DFSD stock, worth $305,045. This represents 0.15% of its overall portfolio holdings.
Number of Shares
6,500
Previous 6,500
-0.0%
Holding current value
$305,045
Previous $305,000
1.64%
% of portfolio
0.15%
Previous 0.15%
Shares
1 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$97.5 Million1.09% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.02MShares$95 Million2.21% of portfolio
-
Planning Center, Inc.2.01MShares$94.4 Million16.23% of portfolio