Wealthsource Partners, LLC Dimensional ETF Tr Short Durat Transaction History
Wealthsource Partners, LLC
- $1.52 Billion
- Q4 2023
A detailed history of Wealthsource Partners, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Wealthsource Partners, LLC holds 44,722 shares of DFSD stock, worth $2.11 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
44,722
Previous 39,741
12.53%
Holding current value
$2.11 Million
Previous $1.84 Million
14.05%
% of portfolio
0.14%
Previous 0.13%
Shares
5 transactions
Others Institutions Holding DFSD
# of Institutions
226Shares Held
36.5MCall Options Held
0Put Options Held
0-
Beaird Harris Wealth Management, LLC Dallas, TX2.25MShares$106 Million10.59% of portfolio
-
Di Nuzzo Private Wealth, Inc. Beaver, PA1.95MShares$91.9 Million15.85% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS1.77MShares$83.5 Million1.34% of portfolio
-
High Tower Advisors, LLC Chicago, IL1.58MShares$74.5 Million0.12% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.58MShares$74.4 Million0.84% of portfolio