Ml & R Wealth Management LLC Dimensional ETF Tr Short Durat Transaction History
Ml & R Wealth Management LLC
- $435 Million
- Q1 2024
Shares
3 transactions
Others Institutions Holding DFSD
# of Institutions
279Shares Held
53MCall 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$113 Million1.35% of portfolio
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Savant Capital, LLC2.31MShares$109 Million0.88% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$97.9 Million1.09% of portfolio
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Planning Center, Inc.2.05MShares$96.5 Million16.79% of portfolio