Steward Partners Investment Advisory, LLC Dimensional ETF Tr Short Durat Transaction History
Steward Partners Investment Advisory, LLC
- $9.37 Billion
- Q2 2024
A detailed history of Steward Partners Investment Advisory, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 95,023 shares of DFSD stock, worth $4.53 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
95,023
Previous 70,570
34.65%
Holding current value
$4.53 Million
Previous $3.32 Million
34.56%
% of portfolio
0.05%
Previous 0.04%
Shares
4 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
-
Resources Investment Advisors, Llc. Overland Park, KS2.18MShares$104 Million1.31% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$99.1 Million1.09% of portfolio
-
Di Nuzzo Private Wealth, Inc. Beaver, PA2MShares$95.4 Million16.24% of portfolio
-
Planning Center, Inc.1.97MShares$94.1 Million16.69% of portfolio