Orion Capital Management LLC Dimensional ETF Tr Short Durat Transaction History
Orion Capital Management LLC
- $185 Million
- Q2 2024
A detailed history of Orion Capital Management LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Orion Capital Management LLC holds 600 shares of DFSD stock, worth $28,668. This represents 0.02% of its overall portfolio holdings.
Number of Shares
600
Previous 600
-0.0%
Holding current value
$28,668
Previous $28,000
-0.0%
% of portfolio
0.02%
Previous 0.02%
Shares
6 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$94.2 Million16.69% of portfolio