Resources Investment Advisors, Llc. Dimensional ETF Tr Short Durat Transaction History
Resources Investment Advisors, Llc.
- $8.43 Billion
- Q3 2024
A detailed history of Resources Investment Advisors, Llc. transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Resources Investment Advisors, Llc. holds 2,391,290 shares of DFSD stock, worth $113 Million. This represents 1.35% of its overall portfolio holdings.
Number of Shares
2,391,290
Previous 2,177,374
9.82%
Holding current value
$113 Million
Previous $102 Million
11.55%
% of portfolio
1.35%
Previous 1.31%
Shares
6 transactions
Others Institutions Holding DFSD
# of Institutions
260Shares Held
49MCall Options Held
0Put Options Held
0-
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$95.4 Million2.21% of portfolio
-
Planning Center, Inc.2.01MShares$94.9 Million16.23% of portfolio
-
Di Nuzzo Private Wealth, Inc. Beaver, PA2MShares$94.2 Million15.04% of portfolio