Squire Investment Management Company, LLC Dimensional ETF Tr Short Durat Transaction History
Squire Investment Management Company, LLC
- $227 Billion
- Q4 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 96,447 shares of DFSD stock, worth $4.55 Million. This represents 1.99% of its overall portfolio holdings.
Number of Shares
96,447
Previous 75,006
28.59%
Holding current value
$4.55 Million
Previous $3.58 Billion
26.27%
% of portfolio
1.99%
Previous 1.7%
Shares
5 transactions
Others Institutions Holding DFSD
# of Institutions
280Shares Held
53.5MCall 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$96.5 Million16.79% of portfolio