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 $34.4 Million. This represents 9.23% of its overall portfolio holdings.
Number of Shares
730,650
Previous 662,428
10.3%
Holding current value
$34.4 Million
Previous $31.1 Million
12.04%
% of portfolio
9.23%
Previous 9.11%
Shares
9 transactions
Others Institutions Holding DFSD
# of Institutions
260Shares Held
49MCall Options Held
0Put Options Held
0-
Resources Investment Advisors, Llc. Overland Park, KS2.39MShares$113 Million1.35% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.37MShares$112 Million11.04% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$97.9 Million1.09% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.02MShares$95.3 Million2.21% of portfolio
-
Planning Center, Inc.2.01MShares$94.8 Million16.23% of portfolio