Rcs Financial Planning, LLC Dimensional ETF Tr Short Durat Transaction History
Rcs Financial Planning, LLC
- $189 Billion
- Q1 2025
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 184,827 shares of DFSD stock, worth $8.82 Million. This represents 4.64% of its overall portfolio holdings.
Number of Shares
184,827
Previous 182,168
1.46%
Holding current value
$8.82 Million
Previous $8.54 Billion
2.84%
% of portfolio
4.64%
Previous 4.54%
Shares
10 transactions
Others Institutions Holding DFSD
# of Institutions
339Shares Held
68.1MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH4.17MShares$199 Million1.31% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.98MShares$142 Million2.55% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.92MShares$139 Million1.73% of portfolio
-
Apella Capital, LLC2.69MShares$129 Million4.45% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.59MShares$124 Million11.2% of portfolio