Tci Wealth Advisors, Inc. Dimensional ETF Tr Short Durat Transaction History
Tci Wealth Advisors, Inc.
- $1.12 Billion
- Q3 2024
A detailed history of Tci Wealth Advisors, Inc. transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Tci Wealth Advisors, Inc. holds 7,764 shares of DFSD stock, worth $365,684. This represents 0.03% of its overall portfolio holdings.
Number of Shares
7,764
Previous 8,654
10.28%
Holding current value
$365,684
Previous $406,000
8.87%
% of portfolio
0.03%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding DFSD
# of Institutions
260Shares Held
49MCall 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$97.9 Million1.09% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.02MShares$95.3 Million2.21% of portfolio
-
Planning Center, Inc.2.01MShares$94.8 Million16.23% of portfolio