Planwiser Financial, LLC Dimensional ETF Tr Short Durat Transaction History
Planwiser Financial, LLC
- $110 Billion
- Q1 2025
A detailed history of Planwiser Financial, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Planwiser Financial, LLC holds 21,395 shares of DFSD stock, worth $1.02 Million. This represents 0.92% of its overall portfolio holdings.
Number of Shares
21,395Holding current value
$1.02 Million% of portfolio
0.92%Shares
1 transactions
Others Institutions Holding DFSD
# of Institutions
343Shares Held
65.6MCall Options Held
0Put Options Held
0-
Savant Capital, LLC3.03MShares$145 Million1.09% of portfolio
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Buckingham Strategic Partners Saint Louis, MO2.98MShares$142 Million2.55% of portfolio
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Resources Investment Advisors, Llc. Overland Park, KS2.92MShares$139 Million1.73% of portfolio
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Apella Capital, LLC2.69MShares$129 Million4.45% of portfolio
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Beaird Harris Wealth Management, LLC Dallas, TX2.59MShares$124 Million11.2% of portfolio