Savvy Advisors, Inc. Dimensional ETF Tr Short Durat Transaction History
Savvy Advisors, Inc.
- $815 Million
- Q4 2024
A detailed history of Savvy Advisors, Inc. transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Savvy Advisors, Inc. holds 7,009 shares of DFSD stock, worth $330,964. This represents 0.04% of its overall portfolio holdings.
Number of Shares
7,009
Previous 8,490
17.44%
Holding current value
$330,964
Previous $405 Million
99.92%
% of portfolio
0.04%
Previous 0.08%
Shares
4 transactions
Others Institutions Holding DFSD
# of Institutions
328Shares Held
65.8MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH4.17MShares$197 Million1.31% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.98MShares$141 Million2.55% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.71MShares$128 Million1.54% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.59MShares$122 Million11.2% of portfolio
-
Savant Capital, LLC2.31MShares$109 Million0.88% of portfolio