Orion Portfolio Solutions, LLC Dimensional ETF Tr Short Durat Transaction History
Orion Portfolio Solutions, LLC
- $8.97 Billion
- Q2 2024
A detailed history of Orion Portfolio Solutions, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Orion Portfolio Solutions, LLC holds 53,229 shares of DFSD stock, worth $2.54 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
53,229
Previous 40,977
29.9%
Holding current value
$2.54 Million
Previous $1.93 Million
29.79%
% of portfolio
0.03%
Previous 0.02%
Shares
12 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$99.1 Million1.09% of portfolio
-
Di Nuzzo Private Wealth, Inc. Beaver, PA2MShares$95.4 Million16.24% of portfolio
-
Planning Center, Inc.1.97MShares$94.1 Million16.69% of portfolio