Spring Vest Wealth Management LLC Dimensional ETF Tr Short Durat Transaction History
Spring Vest Wealth Management LLC
- $117 Billion
- Q4 2024
A detailed history of Spring Vest Wealth Management LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Spring Vest Wealth Management LLC holds 25,265 shares of DFSD stock, worth $1.2 Million. This represents 1.01% of its overall portfolio holdings.
Number of Shares
25,265Holding current value
$1.2 Million% of portfolio
1.01%Shares
1 transactions
Others Institutions Holding DFSD
# of Institutions
334Shares Held
66.9MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH4.17MShares$198 Million1.31% of portfolio
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Buckingham Strategic Partners Saint Louis, MO2.98MShares$141 Million2.55% of portfolio
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Resources Investment Advisors, Llc. Overland Park, KS2.71MShares$129 Million1.54% of portfolio
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Apella Capital, LLC2.69MShares$128 Million4.45% of portfolio
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Beaird Harris Wealth Management, LLC Dallas, TX2.59MShares$123 Million11.2% of portfolio