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

Planning Center, Inc.

$572 Million
Q4 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding DFSD

# of Institutions

281

Shares Held

53.8M

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

$113 Million
1.35% of portfolio
Savant Capital, LLC

2.31M
Shares

$109 Million
0.88% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

2.08M
Shares

$98 Million
1.09% of portfolio
Buckingham Strategic Partners Saint Louis, MO

2.02M
Shares

$95.4 Million
2.21% of portfolio

About DIMENSIONAL ETF TR SHORT DURAT

Ticker DFSD
Sector ETFs
Industry ETFs

More about DFSD

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