Shore Point Advisors, LLC Dimensional ETF Tr Short Durat Transaction History
Shore Point Advisors, LLC
- $181 Million
- Q3 2024
A detailed history of Shore Point Advisors, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Shore Point Advisors, LLC holds 33,879 shares of DFSD stock, worth $1.62 Million. This represents 0.9% of its overall portfolio holdings.
Number of Shares
33,879
Previous 33,508
1.11%
Holding current value
$1.62 Million
Previous $1.57 Million
2.73%
% of portfolio
0.9%
Previous 0.92%
Shares
8 transactions
Others Institutions Holding DFSD
# of Institutions
251Shares Held
43.4MCall 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 Million1.09% of portfolio
-
Di Nuzzo Private Wealth, Inc. Beaver, PA2MShares$95.3 Million15.04% of portfolio
-
Planning Center, Inc.1.97MShares$94 Million16.69% of portfolio