Shearwater Capital LLC Dimensional ETF Tr Short Durat Transaction History
Shearwater Capital LLC
- $144 Million
- Q3 2024
A detailed history of Shearwater Capital LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Shearwater Capital LLC holds 8,570 shares of DFSD stock, worth $401,247. This represents 0.28% of its overall portfolio holdings.
Number of Shares
8,570
Previous 8,570
-0.0%
Holding current value
$401,247
Previous $402,000
1.74%
% of portfolio
0.28%
Previous 0.3%
Shares
5 transactions
Others Institutions Holding DFSD
# of Institutions
260Shares Held
49.1MCall Options Held
0Put Options Held
0-
Beaird Harris Wealth Management, LLC Dallas, TX2.49MShares$117 Million11.0% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.39MShares$112 Million1.35% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$97.3 Million1.09% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.02MShares$94.7 Million2.21% of portfolio
-
Planning Center, Inc.2.01MShares$94.2 Million16.23% of portfolio