Wp Wealth LLP Dimensional ETF Tr Short Durat Transaction History
Wp Wealth LLP
- $482 Billion
- Q3 2024
A detailed history of Wp Wealth LLP transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Wp Wealth LLP holds 986,752 shares of DFSD stock, worth $46.7 Million. This represents 9.77% of its overall portfolio holdings.
Number of Shares
986,752
Previous 886,132
11.35%
Holding current value
$46.7 Million
Previous $41.6 Billion
13.11%
% of portfolio
9.77%
Previous 10.06%
Shares
7 transactions
Others Institutions Holding DFSD
# of Institutions
285Shares Held
54.6MCall Options Held
0Put Options Held
0-
Beaird Harris Wealth Management, LLC Dallas, TX2.49MShares$118 Million11.0% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.39MShares$113 Million1.35% of portfolio
-
Savant Capital, LLC2.31MShares$109 Million0.88% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$98.2 Million1.09% of portfolio
-
Planning Center, Inc.2.05MShares$96.8 Million16.79% of portfolio