One Degree Advisors Inc Dimensional ETF Tr Short Durat Transaction History
One Degree Advisors Inc
- $246 Million
- Q4 2024
A detailed history of One Degree Advisors Inc transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, One Degree Advisors Inc holds 252,180 shares of DFSD stock, worth $12 Million. This represents 4.84% of its overall portfolio holdings.
Number of Shares
252,180
Previous 244,312
3.22%
Holding current value
$12 Million
Previous $11.7 Million
1.92%
% of portfolio
4.84%
Previous 4.92%
Shares
4 transactions
Others Institutions Holding DFSD
# of Institutions
331Shares 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$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