Parkshore Wealth Management, Inc. Dimensional ETF Tr Short Durat Transaction History
Parkshore Wealth Management, Inc.
- $172 Billion
- Q1 2025
A detailed history of Parkshore Wealth Management, Inc. transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Parkshore Wealth Management, Inc. holds 106,478 shares of DFSD stock, worth $5.08 Million. This represents 2.94% of its overall portfolio holdings.
Number of Shares
106,478
Previous 77,217
37.89%
Holding current value
$5.08 Million
Previous $3.62 Billion
39.78%
% of portfolio
2.94%
Previous 2.18%
Shares
2 transactions
Others Institutions Holding DFSD
# of Institutions
352Shares Held
67.9MCall Options Held
0Put Options Held
0-
Buckingham Strategic Partners Saint Louis, MO3.48MShares$166 Million2.69% of portfolio
-
Savant Capital, LLC3.03MShares$145 Million1.09% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.92MShares$139 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