Poinciana Advisors Group, LLC Dimensional ETF Tr Short Durat Transaction History
Poinciana Advisors Group, LLC
- $96.5 Billion
- Q1 2025
A detailed history of Poinciana Advisors Group, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Poinciana Advisors Group, LLC holds 4,466 shares of DFSD stock, worth $213,117. This represents 0.22% of its overall portfolio holdings.
Number of Shares
4,466
Previous 4,498
0.71%
Holding current value
$213,117
Previous $211 Million
0.64%
% of portfolio
0.22%
Previous 0.21%
Shares
2 transactions
Others Institutions Holding DFSD
# of Institutions
351Shares Held
67.1MCall Options Held
0Put Options Held
0-
Buckingham Strategic Partners Saint Louis, MO3.48MShares$166 Million2.69% of portfolio
-
Savant Capital, LLC3.03MShares$145 Million1.09% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.92MShares$139 Million1.73% of portfolio
-
Apella Capital, LLC2.69MShares$129 Million4.45% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.64MShares$126 Million11.4% of portfolio