Planning Center, Inc. Dimensional ETF Tr Short Durat Call Options Transaction History

Planning Center, Inc.

$592 Million
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding DFSD

# of Institutions

260

Shares Held

49.1M

Call Options Held

0

Put Options Held

0

Beaird Harris Wealth Management, LLC Dallas, TX

2.49M
Shares

$117 Million
11.0% of portfolio
Resources Investment Advisors, Llc. Overland Park, KS

2.39M
Shares

$112 Million
1.35% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

2.08M
Shares

$97.3 Million
1.09% of portfolio
Buckingham Strategic Partners Saint Louis, MO

2.02M
Shares

$94.7 Million
2.21% of portfolio
Di Nuzzo Private Wealth, Inc. Beaver, PA

2M
Shares

$93.6 Million
15.04% of portfolio

About DIMENSIONAL ETF TR SHORT DURAT

Ticker DFSD
Sector ETFs
Industry ETFs

More about DFSD

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