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 $4.5 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
95,023
Previous 70,570
34.65%
Holding current value
$4.5 Million
Previous $3.32 Million
34.56%
% of portfolio
0.05%
Previous 0.04%
Shares
4 transactions
Others Institutions Holding DFSD
# of Institutions
258Shares Held
46.3MCall 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$98.4 Million1.09% of portfolio
-
Di Nuzzo Private Wealth, Inc. Beaver, PA2MShares$94.6 Million15.04% of portfolio
-
Planning Center, Inc.1.97MShares$93.4 Million16.69% of portfolio