Wp Wealth LLP Dimensional ETF Tr Short Durat Transaction History
Wp Wealth LLP
- $489 Billion
- Q4 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 1,049,444 shares of DFSD stock, worth $49.6 Million. This represents 10.05% of its overall portfolio holdings.
Number of Shares
1,049,444
Previous 986,752
6.35%
Holding current value
$49.6 Million
Previous $47.1 Billion
4.44%
% of portfolio
10.05%
Previous 9.77%
Shares
8 transactions
Others Institutions Holding DFSD
# of Institutions
320Shares Held
64.1MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH4.17MShares$197 Million1.31% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.71MShares$128 Million1.54% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.59MShares$122 Million11.2% of portfolio
-
Savant Capital, LLC2.31MShares$109 Million0.88% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$98.2 Million1.09% of portfolio