Us Advisors Wealth Management, LLC Dimensional ETF Tr Short Durat Transaction History
Us Advisors Wealth Management, LLC
- $284 Million
- Q2 2024
A detailed history of Us Advisors Wealth Management, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Us Advisors Wealth Management, LLC holds 19,656 shares of DFSD stock, worth $938,180. This represents 0.32% of its overall portfolio holdings.
Number of Shares
19,656
Previous 18,409
6.77%
Holding current value
$938,180
Previous $866,000
6.58%
% of portfolio
0.32%
Previous 0.33%
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$99.2 Million1.09% of portfolio
-
Di Nuzzo Private Wealth, Inc. Beaver, PA2MShares$95.5 Million16.24% of portfolio
-
Planning Center, Inc.1.97MShares$94.1 Million16.69% of portfolio