Diversify Wealth Management, LLC Dimensional ETF Tr Short Durat Transaction History
Diversify Wealth Management, LLC
- $1.28 Trillion
- Q4 2024
A detailed history of Diversify Wealth Management, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 89,010 shares of DFSD stock, worth $4.21 Million. This represents 0.32% of its overall portfolio holdings.
Number of Shares
89,010
Previous 91,324
2.53%
Holding current value
$4.21 Million
Previous $4.32 Billion
3.64%
% of portfolio
0.32%
Previous 0.42%
Shares
3 transactions
Others Institutions Holding DFSD
# of Institutions
332Shares Held
66MCall 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$128 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