Kooman & Associates Dimensional ETF Tr Short Durat Transaction History
Kooman & Associates
- $276 Billion
- Q4 2024
A detailed history of Kooman & Associates transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Kooman & Associates holds 130,582 shares of DFSD stock, worth $6.16 Million. This represents 2.22% of its overall portfolio holdings.
Number of Shares
130,582
Previous 126,979
2.84%
Holding current value
$6.16 Million
Previous $6.06 Billion
0.98%
% of portfolio
2.22%
Previous 2.24%
Shares
12 transactions
Others Institutions Holding DFSD
# of Institutions
281Shares Held
54.1MCall 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