Sjs Investment Consulting Inc. Dimensional ETF Tr Short Durat Transaction History
Sjs Investment Consulting Inc.
- $540 Million
- Q4 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 350,883 shares of DFSD stock, worth $16.5 Million. This represents 3.05% of its overall portfolio holdings.
Number of Shares
350,883
Previous 328,361
6.86%
Holding current value
$16.5 Million
Previous $15.7 Million
4.94%
% of portfolio
3.05%
Previous 2.94%
Shares
11 transactions
Others Institutions Holding DFSD
# of Institutions
263Shares Held
50.2MCall 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$97.7 Million1.09% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.02MShares$95.1 Million2.21% of portfolio
-
Planning Center, Inc.2.01MShares$94.6 Million16.23% of portfolio