Pioneer Wealth Management Group Dimensional ETF Tr Short Durat Transaction History
Pioneer Wealth Management Group
- $188 Billion
- Q2 2024
A detailed history of Pioneer Wealth Management Group transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Pioneer Wealth Management Group holds 105,958 shares of DFSD stock, worth $5.05 Million. This represents 2.65% of its overall portfolio holdings.
Number of Shares
105,958
Previous 108,820
2.63%
Holding current value
$5.05 Million
Previous $5.12 Billion
2.71%
% of portfolio
2.65%
Previous 2.93%
Shares
2 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 Million1.09% of portfolio
-
Di Nuzzo Private Wealth, Inc. Beaver, PA2MShares$95.3 Million16.24% of portfolio
-
Planning Center, Inc.1.97MShares$94 Million16.69% of portfolio