Silicon Hills Wealth Management, LLC Dimensional ETF Tr Short Durat Transaction History
Silicon Hills Wealth Management, LLC
- $176 Million
- Q2 2023
A detailed history of Silicon Hills Wealth Management, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Silicon Hills Wealth Management, LLC holds 519,477 shares of DFSD stock, worth $24.3 Million. This represents 13.65% of its overall portfolio holdings.
Number of Shares
519,477
Previous 487,977
6.46%
Holding current value
$24.3 Million
Previous $22.8 Million
5.74%
% of portfolio
13.65%
Previous 13.73%
Shares
7 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