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 $365,063. This represents 0.03% of its overall portfolio holdings.
Number of Shares
7,764
Previous 8,654
10.28%
Holding current value
$365,063
Previous $406,000
8.87%
% of portfolio
0.03%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding DFSD
# of Institutions
263Shares Held
50.2MCall 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$112 Million1.35% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$97.7 Million1.09% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.02MShares$95.1 Million2.21% of portfolio
-
Planning Center, Inc.2.01MShares$94.6 Million16.23% of portfolio