Meredith Wealth Planning Dimensional ETF Tr Short Durat Call Options Transaction History

Meredith Wealth Planning

$210 Billion
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding DFSD

# of Institutions

260

Shares Held

49.1M

Call Options Held

0

Put Options Held

0

Beaird Harris Wealth Management, LLC Dallas, TX

2.49M
Shares

$117 Million
11.0% of portfolio
Resources Investment Advisors, Llc. Overland Park, KS

2.39M
Shares

$112 Million
1.35% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

2.08M
Shares

$97.3 Million
1.09% of portfolio
Buckingham Strategic Partners Saint Louis, MO

2.02M
Shares

$94.7 Million
2.21% of portfolio
Planning Center, Inc.

2.01M
Shares

$94.2 Million
16.23% of portfolio

About DIMENSIONAL ETF TR SHORT DURAT

Ticker DFSD
Sector ETFs
Industry ETFs

More about DFSD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Meredith Wealth Planning, based on Form 13F filings with the SEC.

News

Stay updated on Meredith Wealth Planning with notifications on news.