Onyx Financial Advisors, LLC Dimensional ETF Tr Short Durat Transaction History
Onyx Financial Advisors, LLC
- $167 Billion
- Q2 2024
A detailed history of Onyx Financial Advisors, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Onyx Financial Advisors, LLC holds 306,417 shares of DFSD stock, worth $14.6 Million. This represents 8.63% of its overall portfolio holdings.
Number of Shares
306,417
Previous 282,109
8.62%
Holding current value
$14.6 Million
Previous $13.3 Billion
8.52%
% of portfolio
8.63%
Previous 8.21%
Shares
7 transactions
Others Institutions Holding DFSD
# of Institutions
251Shares Held
42.7MCall Options Held
0Put Options Held
0-
Beaird Harris Wealth Management, LLC Dallas, TX2.37MShares$113 Million11.04% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.18MShares$104 Million1.31% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$99.3 Million1.09% of portfolio
-
Di Nuzzo Private Wealth, Inc. Beaver, PA2MShares$95.6 Million16.24% of portfolio
-
Planning Center, Inc.1.97MShares$94.3 Million16.69% of portfolio