Oceanside Advisors LLC Dimensional ETF Tr Short Durat Transaction History
Oceanside Advisors LLC
- $134 Billion
- Q4 2024
A detailed history of Oceanside Advisors LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Oceanside Advisors LLC holds 237,955 shares of DFSD stock, worth $11.2 Million. This represents 8.32% of its overall portfolio holdings.
Number of Shares
237,955
Previous 230,927
3.04%
Holding current value
$11.2 Million
Previous $11 Billion
1.19%
% of portfolio
8.32%
Previous 8.22%
Shares
5 transactions
Others Institutions Holding DFSD
# of Institutions
281Shares Held
53.8MCall 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
-
Savant Capital, LLC2.31MShares$109 Million0.88% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$98 Million1.09% of portfolio
-
Planning Center, Inc.2.05MShares$96.6 Million16.79% of portfolio