Mc Carthy Grittinger Financial Group, LLC Dimensional ETF Tr Short Durat Transaction History
Mc Carthy Grittinger Financial Group, LLC
- $366 Billion
- Q4 2024
A detailed history of Mc Carthy Grittinger Financial Group, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Mc Carthy Grittinger Financial Group, LLC holds 4,277 shares of DFSD stock, worth $203,371. This represents 0.05% of its overall portfolio holdings.
Number of Shares
4,277
Previous 581
636.14%
Holding current value
$203,371
Previous $27.7 Million
622.97%
% of portfolio
0.05%
Previous 0.01%
Shares
9 transactions
Others Institutions Holding DFSD
# of Institutions
332Shares Held
66MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH4.17MShares$198 Million1.31% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.98MShares$142 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$110 Million0.88% of portfolio