Rfg Advisory, LLC Dimensional ETF Tr Short Durat Transaction History
Rfg Advisory, LLC
- $2.86 Billion
- Q1 2024
A detailed history of Rfg Advisory, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Rfg Advisory, LLC holds 412,706 shares of DFSD stock, worth $19.4 Million. This represents 0.68% of its overall portfolio holdings.
Number of Shares
412,706
Previous 393,039
5.0%
Holding current value
$19.4 Million
Previous $18.5 Million
5.07%
% of portfolio
0.68%
Previous 0.73%
Shares
6 transactions
Others Institutions Holding DFSD
# of Institutions
223Shares Held
34.8MCall Options Held
0Put Options Held
0-
Beaird Harris Wealth Management, LLC Dallas, TX2.25MShares$106 Million10.59% of portfolio
-
Di Nuzzo Private Wealth, Inc. Beaver, PA1.95MShares$91.6 Million15.85% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS1.77MShares$83.2 Million1.34% of portfolio
-
High Tower Advisors, LLC Chicago, IL1.58MShares$74.3 Million0.12% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.58MShares$74.2 Million0.84% of portfolio