Safeguard Investment Advisory Group, LLC Dimensional ETF Tr Short Durat Transaction History
Safeguard Investment Advisory Group, LLC
- $322 Million
- Q2 2024
A detailed history of Safeguard Investment Advisory Group, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Safeguard Investment Advisory Group, LLC holds 30,940 shares of DFSD stock, worth $1.48 Million. This represents 0.45% of its overall portfolio holdings.
Number of Shares
30,940
Previous 29,968
3.24%
Holding current value
$1.48 Million
Previous $1.41 Million
3.19%
% of portfolio
0.45%
Previous 0.48%
Shares
6 transactions
Others Institutions Holding DFSD
# of Institutions
251Shares Held
42.7MCall 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$99.3 Million1.09% of portfolio
-
Di Nuzzo Private Wealth, Inc. Beaver, PA2MShares$95.6 Million16.24% of portfolio
-
Planning Center, Inc.1.97MShares$94.2 Million16.69% of portfolio