Passive Capital Management, Llc. Dimensional ETF Tr Short Durat Transaction History
Passive Capital Management, Llc.
- $269 Billion
- Q2 2024
A detailed history of Passive Capital Management, Llc. transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Passive Capital Management, Llc. holds 62,194 shares of DFSD stock, worth $2.94 Million. This represents 1.09% of its overall portfolio holdings.
Number of Shares
62,194
Previous 33,169
87.51%
Holding current value
$2.94 Million
Previous $1.56 Billion
87.35%
% of portfolio
1.09%
Previous 0.61%
Shares
5 transactions
Others Institutions Holding DFSD
# of Institutions
258Shares Held
46MCall Options Held
0Put Options Held
0-
Resources Investment Advisors, Llc. Overland Park, KS2.39MShares$113 Million1.35% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.37MShares$112 Million11.04% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$98.2 Million1.09% of portfolio
-
Di Nuzzo Private Wealth, Inc. Beaver, PA2MShares$94.5 Million15.04% of portfolio
-
Planning Center, Inc.1.97MShares$93.3 Million16.69% of portfolio