Mc Carthy Grittinger Financial Group, LLC Dimensional ETF Tr Short Durat Transaction History
Mc Carthy Grittinger Financial Group, LLC
- $314 Billion
- Q1 2024
A detailed history of Mc Carthy Grittinger Financial Group, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Mc Carthy Grittinger Financial Group, LLC holds 574 shares of DFSD stock, worth $26,978. This represents 0.01% of its overall portfolio holdings.
Number of Shares
574
Previous 571
0.53%
Holding current value
$26,978
Previous $26.8 Million
0.71%
% of portfolio
0.01%
Previous 0.01%
Shares
7 transactions
Others Institutions Holding DFSD
# of Institutions
223Shares Held
34.8MCall Options Held
0Put Options Held
0-
Beaird Harris Wealth Management, LLC Dallas, TX2.25MShares$106 Million10.59% of portfolio
-
Di Nuzzo Private Wealth, Inc. Beaver, PA1.95MShares$91.5 Million15.85% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS1.77MShares$83.1 Million1.34% of portfolio
-
High Tower Advisors, LLC Chicago, IL1.58MShares$74.2 Million0.12% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.58MShares$74.1 Million0.84% of portfolio