Stewardship Advisors, LLC Dimensional ETF Tr Short Durat Transaction History
Stewardship Advisors, LLC
- $341 Million
- Q4 2024
A detailed history of Stewardship Advisors, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Stewardship Advisors, LLC holds 10,024 shares of DFSD stock, worth $472,832. This represents 0.14% of its overall portfolio holdings.
Number of Shares
10,024
Previous 7,135
40.49%
Holding current value
$472,832
Previous $340,000
37.94%
% of portfolio
0.14%
Previous 0.1%
Shares
2 transactions
Others Institutions Holding DFSD
# of Institutions
292Shares Held
54.8MCall 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$96.6 Million16.79% of portfolio