Vestmark Advisory Solutions, Inc. Dimensional ETF Tr Short Durat Transaction History
Vestmark Advisory Solutions, Inc.
- $2.63 Billion
- Q4 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 264,448 shares of DFSD stock, worth $12.5 Million. This represents 0.47% of its overall portfolio holdings.
Number of Shares
264,448
Previous 264,428
0.01%
Holding current value
$12.5 Million
Previous $12.6 Million
1.79%
% of portfolio
0.47%
Previous 0.52%
Shares
8 transactions
Others Institutions Holding DFSD
# of Institutions
320Shares Held
64.1MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH4.17MShares$197 Million1.31% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.71MShares$128 Million1.54% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.59MShares$122 Million11.2% of portfolio
-
Savant Capital, LLC2.31MShares$109 Million0.88% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$98.2 Million1.09% of portfolio