White Wing Wealth Management Dimensional ETF Tr Short Durat Transaction History
White Wing Wealth Management
- $121 Million
- Q1 2024
A detailed history of White Wing Wealth Management transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, White Wing Wealth Management holds 120,332 shares of DFSD stock, worth $5.67 Million. This represents 4.68% of its overall portfolio holdings.
Number of Shares
120,332
Previous 110,325
9.07%
Holding current value
$5.67 Million
Previous $5.19 Million
9.14%
% of portfolio
4.68%
Previous 4.74%
Shares
2 transactions
Others Institutions Holding DFSD
# of Institutions
222Shares Held
36.2MCall 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$91.7 Million15.85% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS1.77MShares$83.4 Million1.34% of portfolio
-
High Tower Advisors, LLC Chicago, IL1.58MShares$74.4 Million0.12% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.58MShares$74.3 Million0.84% of portfolio