Babb Wealth Advisors LLC Dimensional ETF Tr Short Durat Transaction History
Babb Wealth Advisors LLC
- $124 Billion
- Q4 2024
A detailed history of Babb Wealth Advisors LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Babb Wealth Advisors LLC holds 85,430 shares of DFSD stock, worth $4.03 Million. This represents 3.23% of its overall portfolio holdings.
Number of Shares
85,430Holding current value
$4.03 Million% of portfolio
3.23%Shares
1 transactions
Others Institutions Holding DFSD
# of Institutions
299Shares Held
60.4MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH4.17MShares$197 Million1.31% of portfolio
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Beaird Harris Wealth Management, LLC Dallas, TX2.59MShares$122 Million11.2% of portfolio
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Resources Investment Advisors, Llc. Overland Park, KS2.39MShares$113 Million1.35% of portfolio
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Savant Capital, LLC2.31MShares$109 Million0.88% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$98 Million1.09% of portfolio