Smartleaf Asset Management LLC Dimensional ETF Tr Short Durat Transaction History
Smartleaf Asset Management LLC
- $981 Billion
- Q4 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 20,935 shares of DFSD stock, worth $991,900. This represents 0.1% of its overall portfolio holdings.
Number of Shares
20,935
Previous 17,624
18.79%
Holding current value
$991,900
Previous $842 Million
16.62%
% of portfolio
0.1%
Previous 0.1%
Shares
4 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