Wealthspire Advisors, LLC Dimensional ETF Tr Short Durat Transaction History
Wealthspire Advisors, LLC
- $9.93 Billion
- Q4 2024
A detailed history of Wealthspire Advisors, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 17,832 shares of DFSD stock, worth $847,554. This represents 0.01% of its overall portfolio holdings.
Number of Shares
17,832Holding current value
$847,554% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding DFSD
# of Institutions
331Shares Held
66.6MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH4.17MShares$198 Million1.31% of portfolio
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Buckingham Strategic Partners Saint Louis, MO2.98MShares$142 Million2.55% of portfolio
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Resources Investment Advisors, Llc. Overland Park, KS2.71MShares$129 Million1.54% of portfolio
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Apella Capital, LLC2.69MShares$128 Million4.45% of portfolio
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Beaird Harris Wealth Management, LLC Dallas, TX2.59MShares$123 Million11.2% of portfolio