Steward Financial Group LLC Dimensional ETF Tr Short Durat Transaction History
Steward Financial Group LLC
- $315 Million
- Q3 2023
A detailed history of Steward Financial Group LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Steward Financial Group LLC holds 44,536 shares of DFSD stock, worth $2.13 Million. This represents 0.65% of its overall portfolio holdings.
Number of Shares
44,536Holding current value
$2.13 Million% of portfolio
0.65%Shares
1 transactions
Others Institutions Holding DFSD
# of Institutions
251Shares Held
42.7MCall Options Held
0Put Options Held
0-
Beaird Harris Wealth Management, LLC Dallas, TX2.37MShares$113 Million11.04% of portfolio
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Resources Investment Advisors, Llc. Overland Park, KS2.18MShares$104 Million1.31% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$99.3 Million1.09% of portfolio
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Di Nuzzo Private Wealth, Inc. Beaver, PA2MShares$95.6 Million16.24% of portfolio
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Planning Center, Inc.1.97MShares$94.2 Million16.69% of portfolio