Porter White Investment Advisors, Inc. Dimensional ETF Tr Short Durat Transaction History
Porter White Investment Advisors, Inc.
- $202 Billion
- Q1 2025
A detailed history of Porter White Investment Advisors, Inc. transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Porter White Investment Advisors, Inc. holds 42,247 shares of DFSD stock, worth $2.02 Million. This represents 0.99% of its overall portfolio holdings.
Number of Shares
42,247Holding current value
$2.02 Million% of portfolio
0.99%Shares
1 transactions
Others Institutions Holding DFSD
# of Institutions
352Shares Held
67.9MCall Options Held
0Put Options Held
0-
Buckingham Strategic Partners Saint Louis, MO3.48MShares$166 Million2.69% of portfolio
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Savant Capital, LLC3.03MShares$145 Million1.09% of portfolio
-
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, TX2.64MShares$126 Million11.4% of portfolio