Washington Trust Advisors, Inc. Dimensional ETF Tr Short Durat Transaction History
Washington Trust Advisors, Inc.
- $1.13 Billion
- Q3 2024
A detailed history of Washington Trust Advisors, Inc. transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Washington Trust Advisors, Inc. holds 4,430 shares of DFSD stock, worth $207,811. This represents 0.02% of its overall portfolio holdings.
Number of Shares
4,430
Previous 4,430
-0.0%
Holding current value
$207,811
Previous $208,000
1.44%
% of portfolio
0.02%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding DFSD
# of Institutions
260Shares Held
49.1MCall Options Held
0Put Options Held
0-
Beaird Harris Wealth Management, LLC Dallas, TX2.49MShares$117 Million11.0% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.39MShares$112 Million1.35% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$97.5 Million1.09% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.02MShares$94.9 Million2.21% of portfolio
-
Planning Center, Inc.2.01MShares$94.4 Million16.23% of portfolio