Smartleaf Asset Management LLC Dimensional ETF Tr Short Durat Transaction History
Smartleaf Asset Management LLC
- $824 Billion
- Q3 2024
A detailed history of Smartleaf Asset Management LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Smartleaf Asset Management LLC holds 17,624 shares of DFSD stock, worth $826,741. This represents 0.1% of its overall portfolio holdings.
Number of Shares
17,624
Previous 18,354
3.98%
Holding current value
$826,741
Previous $863 Million
2.43%
% of portfolio
0.1%
Previous 0.14%
Shares
3 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$97.5 Million1.09% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.02MShares$94.9 Million2.21% of portfolio
-
Planning Center, Inc.2.01MShares$94.4 Million16.23% of portfolio