Wealthquest Corp Dimensional ETF Tr Short Durat Transaction History
Wealthquest Corp
- $897 Million
- Q3 2024
Shares
3 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
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Resources Investment Advisors, Llc. Overland Park, KS2.39MShares$112 Million1.35% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$97.5 Million1.09% of portfolio
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Buckingham Strategic Partners Saint Louis, MO2.02MShares$94.9 Million2.21% of portfolio
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Planning Center, Inc.2.01MShares$94.4 Million16.23% of portfolio