Fin Dec Wealth Services, Inc. Dimensional ETF Tr Short Durat Transaction History
Fin Dec Wealth Services, Inc.
- $144 Billion
- Q4 2024
A detailed history of Fin Dec Wealth Services, Inc. transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Fin Dec Wealth Services, Inc. holds 173,020 shares of DFSD stock, worth $8.2 Million. This represents 5.63% of its overall portfolio holdings.
Number of Shares
173,020
Previous 185,814
6.89%
Holding current value
$8.2 Million
Previous $8.87 Billion
8.56%
% of portfolio
5.63%
Previous 5.15%
Shares
9 transactions
Others Institutions Holding DFSD
# of Institutions
328Shares Held
65.8MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH4.17MShares$197 Million1.31% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.98MShares$141 Million2.55% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.71MShares$129 Million1.54% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.59MShares$123 Million11.2% of portfolio
-
Savant Capital, LLC2.31MShares$109 Million0.88% of portfolio