Tci Wealth Advisors, Inc. Dimensional ETF Tr Short Durat Transaction History
Tci Wealth Advisors, Inc.
- $1.13 Billion
- Q4 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 50,795 shares of DFSD stock, worth $2.41 Million. This represents 0.21% of its overall portfolio holdings.
Number of Shares
50,795
Previous 7,764
554.24%
Holding current value
$2.41 Million
Previous $370,000
543.51%
% of portfolio
0.21%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding DFSD
# of Institutions
331Shares Held
65.5MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH4.17MShares$198 Million1.31% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.98MShares$142 Million2.55% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.71MShares$129 Million1.54% of portfolio
-
Apella Capital, LLC2.69MShares$128 Million4.45% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.59MShares$123 Million11.2% of portfolio