Squire Investment Management Company, LLC Dimensional ETF Tr Short Durat Transaction History
Squire Investment Management Company, LLC
- $227 Billion
- Q4 2024
A detailed history of Squire Investment Management Company, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Squire Investment Management Company, LLC holds 96,447 shares of DFSD stock, worth $4.57 Million. This represents 1.99% of its overall portfolio holdings.
Number of Shares
96,447
Previous 75,006
28.59%
Holding current value
$4.57 Million
Previous $3.58 Billion
26.27%
% of portfolio
1.99%
Previous 1.7%
Shares
5 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