Omni 360 Wealth, Inc. Dimensional ETF Tr Short Durat Transaction History
Omni 360 Wealth, Inc.
- $171 Billion
- Q1 2025
A detailed history of Omni 360 Wealth, Inc. transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Omni 360 Wealth, Inc. holds 8,122 shares of DFSD stock, worth $389,368. This represents 0.23% of its overall portfolio holdings.
Number of Shares
8,122
Previous 8,122
-0.0%
Holding current value
$389,368
Previous $381 Million
1.37%
% of portfolio
0.23%
Previous 0.24%
Shares
1 transactions
Others Institutions Holding DFSD
# of Institutions
353Shares Held
68.2MCall Options Held
0Put Options Held
0-
Buckingham Strategic Partners Saint Louis, MO3.48MShares$167 Million2.69% of portfolio
-
Savant Capital, LLC3.03MShares$145 Million1.09% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.92MShares$140 Million1.73% of portfolio
-
Apella Capital, LLC2.69MShares$129 Million4.45% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.64MShares$126 Million11.4% of portfolio