Straight Path Wealth Management Dimensional ETF Tr Short Durat Transaction History
Straight Path Wealth Management
- $228 Million
- Q4 2024
A detailed history of Straight Path Wealth Management transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Straight Path Wealth Management holds 8,952 shares of DFSD stock, worth $425,220. This represents 0.18% of its overall portfolio holdings.
Number of Shares
8,952
Previous 9,518
5.95%
Holding current value
$425,220
Previous $454,000
7.71%
% of portfolio
0.18%
Previous 0.22%
Shares
11 transactions
Others Institutions Holding DFSD
# of Institutions
332Shares Held
66MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH4.17MShares$198 Million1.31% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.98MShares$141 Million2.55% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.71MShares$129 Million1.54% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.59MShares$123 Million11.2% of portfolio
-
Savant Capital, LLC2.31MShares$110 Million0.88% of portfolio