White Wing Wealth Management Dimensional ETF Tr Short Durat Transaction History
White Wing Wealth Management
- $128 Million
- Q3 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 122,828 shares of DFSD stock, worth $5.79 Million. This represents 4.59% of its overall portfolio holdings.
Number of Shares
122,828
Previous 121,805
0.84%
Holding current value
$5.79 Million
Previous $5.72 Million
2.43%
% of portfolio
4.59%
Previous 4.64%
Shares
4 transactions
Others Institutions Holding DFSD
# of Institutions
260Shares Held
49MCall Options Held
0Put Options Held
0-
Resources Investment Advisors, Llc. Overland Park, KS2.39MShares$113 Million1.35% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.37MShares$112 Million11.04% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$97.9 Million1.09% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.02MShares$95.3 Million2.21% of portfolio
-
Planning Center, Inc.2.01MShares$94.8 Million16.23% of portfolio