Tcp Asset Management, LLC Dimensional ETF Tr Short Durat Transaction History
Tcp Asset Management, LLC
- $368 Million
- Q2 2024
A detailed history of Tcp Asset Management, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Tcp Asset Management, LLC holds 29,056 shares of DFSD stock, worth $1.39 Million. This represents 0.37% of its overall portfolio holdings.
Number of Shares
29,056
Previous 28,295
2.69%
Holding current value
$1.39 Million
Previous $1.33 Million
2.63%
% of portfolio
0.37%
Previous 0.38%
Shares
7 transactions
Others Institutions Holding DFSD
# of Institutions
251Shares Held
42.7MCall Options Held
0Put Options Held
0-
Beaird Harris Wealth Management, LLC Dallas, TX2.37MShares$113 Million11.04% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.18MShares$104 Million1.31% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$99.3 Million1.09% of portfolio
-
Di Nuzzo Private Wealth, Inc. Beaver, PA2MShares$95.6 Million16.24% of portfolio
-
Planning Center, Inc.1.97MShares$94.2 Million16.69% of portfolio