Shore Point Advisors, LLC Dimensional ETF Tr Short Durat Transaction History
Shore Point Advisors, LLC
- $179 Million
- Q4 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 37,045 shares of DFSD stock, worth $1.76 Million. This represents 0.97% of its overall portfolio holdings.
Number of Shares
37,045
Previous 33,879
9.35%
Holding current value
$1.76 Million
Previous $1.62 Million
7.36%
% of portfolio
0.97%
Previous 0.9%
Shares
9 transactions
Others Institutions Holding DFSD
# of Institutions
332Shares Held
66MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH4.17MShares$198 Million1.31% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.98MShares$141 Million2.55% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.71MShares$129 Million1.54% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.59MShares$123 Million11.2% of portfolio
-
Savant Capital, LLC2.31MShares$109 Million0.88% of portfolio