Solutions 4 Wealth, LTD Dimensional ETF Tr Short Durat Transaction History
Solutions 4 Wealth, LTD
- $55.2 Billion
- Q4 2024
A detailed history of Solutions 4 Wealth, LTD transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Solutions 4 Wealth, LTD holds 46,086 shares of DFSD stock, worth $2.17 Million. This represents 3.91% of its overall portfolio holdings.
Number of Shares
46,086
Previous 49,336
6.59%
Holding current value
$2.17 Million
Previous $2.36 Billion
8.27%
% of portfolio
3.91%
Previous 4.61%
Shares
2 transactions
Others Institutions Holding DFSD
# of Institutions
281Shares Held
53.8MCall 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$113 Million1.35% of portfolio
-
Savant Capital, LLC2.31MShares$109 Million0.88% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$98 Million1.09% of portfolio
-
Planning Center, Inc.2.05MShares$96.6 Million16.79% of portfolio