Rcs Financial Planning, LLC Dimensional ETF Tr Short Durat Transaction History
Rcs Financial Planning, LLC
- $170 Billion
- Q2 2024
A detailed history of Rcs Financial Planning, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Rcs Financial Planning, LLC holds 259,416 shares of DFSD stock, worth $12.3 Million. This represents 7.19% of its overall portfolio holdings.
Number of Shares
259,416
Previous 243,189
6.67%
Holding current value
$12.3 Million
Previous $11.4 Billion
6.58%
% of portfolio
7.19%
Previous 7.04%
Shares
7 transactions
Others Institutions Holding DFSD
# of Institutions
251Shares Held
42.9MCall Options Held
0Put Options Held
0-
Beaird Harris Wealth Management, LLC Dallas, TX2.37MShares$113 Million11.04% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.18MShares$104 Million1.31% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$98.9 Million1.09% of portfolio
-
Di Nuzzo Private Wealth, Inc. Beaver, PA2MShares$95.2 Million16.24% of portfolio
-
Planning Center, Inc.1.97MShares$93.9 Million16.69% of portfolio