Wms Partners, LLC Dimensional ETF Tr Short Durat Transaction History
Wms Partners, LLC
- $1.4 Billion
- Q1 2024
A detailed history of Wms Partners, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Wms Partners, LLC holds 9,561 shares of DFSD stock, worth $451,087. This represents 0.03% of its overall portfolio holdings.
Number of Shares
9,561
Previous 10,573
9.57%
Holding current value
$451,087
Previous $497,000
9.66%
% of portfolio
0.03%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding DFSD
# of Institutions
224Shares Held
34.8MCall 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$91.8 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