Rather & Kittrell, Inc. Dimensional ETF Tr Short Durat Transaction History
Rather & Kittrell, Inc.
- $378 Million
- Q3 2024
A detailed history of Rather & Kittrell, Inc. transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Rather & Kittrell, Inc. holds 730,650 shares of DFSD stock, worth $34.5 Million. This represents 9.23% of its overall portfolio holdings.
Number of Shares
730,650
Previous 730,650
-0.0%
Holding current value
$34.5 Million
Previous $34.9 Million
-0.0%
% of portfolio
9.23%
Previous 9.23%
Shares
9 transactions
Others Institutions Holding DFSD
# of Institutions
292Shares Held
54.8MCall Options Held
0Put Options Held
0-
Beaird Harris Wealth Management, LLC Dallas, TX2.49MShares$117 Million11.0% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.39MShares$113 Million1.35% of portfolio
-
Savant Capital, LLC2.31MShares$109 Million0.88% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$98 Million1.09% of portfolio
-
Planning Center, Inc.2.05MShares$96.6 Million16.79% of portfolio