Vestmark Advisory Solutions, Inc. Dimensional ETF Tr Short Durat Transaction History
Vestmark Advisory Solutions, Inc.
- $2.21 Billion
- Q2 2024
A detailed history of Vestmark Advisory Solutions, Inc. transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Vestmark Advisory Solutions, Inc. holds 227,255 shares of DFSD stock, worth $10.9 Million. This represents 0.48% of its overall portfolio holdings.
Number of Shares
227,255
Previous 228,595
0.59%
Holding current value
$10.9 Million
Previous $10.8 Million
0.68%
% of portfolio
0.48%
Previous 0.5%
Shares
6 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$94.3 Million16.69% of portfolio