Sjs Investment Consulting Inc. Dimensional ETF Tr Short Durat Transaction History
Sjs Investment Consulting Inc.
- $491 Million
- Q1 2024
A detailed history of Sjs Investment Consulting Inc. transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Sjs Investment Consulting Inc. holds 295,356 shares of DFSD stock, worth $13.9 Million. This represents 2.83% of its overall portfolio holdings.
Number of Shares
295,356
Previous 266,959
10.64%
Holding current value
$13.9 Million
Previous $12.5 Million
10.71%
% of portfolio
2.83%
Previous 2.87%
Shares
8 transactions
Others Institutions Holding DFSD
# of Institutions
224Shares Held
34.8MCall Options Held
0Put Options Held
0-
Beaird Harris Wealth Management, LLC Dallas, TX2.25MShares$106 Million10.59% of portfolio
-
Di Nuzzo Private Wealth, Inc. Beaver, PA1.95MShares$91.8 Million15.85% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS1.77MShares$83.5 Million1.34% of portfolio
-
High Tower Advisors, LLC Chicago, IL1.58MShares$74.5 Million0.12% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.58MShares$74.4 Million0.84% of portfolio