Squire Investment Management Company, LLC Dimensional ETF Tr Short Durat Transaction History
Squire Investment Management Company, LLC
- $210 Billion
- Q3 2024
A detailed history of Squire Investment Management Company, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Squire Investment Management Company, LLC holds 75,006 shares of DFSD stock, worth $3.53 Million. This represents 1.7% of its overall portfolio holdings.
Number of Shares
75,006
Previous 55,626
34.84%
Holding current value
$3.53 Million
Previous $2.61 Billion
36.96%
% of portfolio
1.7%
Previous 1.48%
Shares
4 transactions
Others Institutions Holding DFSD
# of Institutions
260Shares Held
49MCall Options Held
0Put Options Held
0-
Resources Investment Advisors, Llc. Overland Park, KS2.39MShares$113 Million1.35% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.37MShares$112 Million11.04% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$97.9 Million1.09% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.02MShares$95.3 Million2.21% of portfolio
-
Planning Center, Inc.2.01MShares$94.8 Million16.23% of portfolio