Strategic Investment Solutions, Inc. /Il Dimensional ETF Tr Short Durat Transaction History
Strategic Investment Solutions, Inc. /Il
- $334 Billion
- Q3 2024
A detailed history of Strategic Investment Solutions, Inc. /Il transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Strategic Investment Solutions, Inc. /Il holds 40,188 shares of DFSD stock, worth $1.9 Million. This represents 0.57% of its overall portfolio holdings.
Number of Shares
40,188
Previous 25,173
59.65%
Holding current value
$1.9 Million
Previous $1.19 Billion
61.0%
% of portfolio
0.57%
Previous 0.38%
Shares
7 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