Poinciana Advisors Group, LLC Dimensional ETF Tr Short Durat Transaction History
Poinciana Advisors Group, LLC
- $98.7 Billion
- Q4 2024
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 4,498 shares of DFSD stock, worth $213,789. This represents 0.21% of its overall portfolio holdings.
Number of Shares
4,498Holding current value
$213,789% of portfolio
0.21%Shares
1 transactions
Others Institutions Holding DFSD
# of Institutions
331Shares Held
66.7MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH4.17MShares$198 Million1.31% 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, KS2.71MShares$129 Million1.54% of portfolio
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Apella Capital, LLC2.69MShares$128 Million4.45% of portfolio
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Beaird Harris Wealth Management, LLC Dallas, TX2.59MShares$123 Million11.2% of portfolio