Vermillion & White Wealth Management Group, LLC Dimensional ETF Tr Short Durat Transaction History
Vermillion & White Wealth Management Group, LLC
- $135 Billion
- Q3 2024
A detailed history of Vermillion & White Wealth Management Group, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Vermillion & White Wealth Management Group, LLC holds 55,271 shares of DFSD stock, worth $2.61 Million. This represents 1.95% of its overall portfolio holdings.
Number of Shares
55,271
Previous 54,834
0.8%
Holding current value
$2.61 Million
Previous $2.58 Billion
2.38%
% of portfolio
1.95%
Previous 1.94%
Shares
4 transactions
Others Institutions Holding DFSD
# of Institutions
281Shares Held
53.8MCall Options Held
0Put Options Held
0-
Beaird Harris Wealth Management, LLC Dallas, TX2.49MShares$117 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 Million1.09% of portfolio
-
Planning Center, Inc.2.05MShares$96.6 Million16.79% of portfolio