Von Borstel & Associates, Inc. Dimensional ETF Tr Short Durat Transaction History
Von Borstel & Associates, Inc.
- $255 Million
- Q4 2024
A detailed history of Von Borstel & Associates, Inc. transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Von Borstel & Associates, Inc. holds 123,997 shares of DFSD stock, worth $5.86 Million. This represents 2.28% of its overall portfolio holdings.
Number of Shares
123,997
Previous 80,593
53.86%
Holding current value
$5.86 Million
Previous $3.85 Million
51.08%
% of portfolio
2.28%
Previous 2.18%
Shares
2 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