Allegiance Financial Group Advisory Services LLC Dimensional ETF Tr Short Durat Transaction History
Allegiance Financial Group Advisory Services LLC
- $309 Billion
- Q4 2024
A detailed history of Allegiance Financial Group Advisory Services LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Allegiance Financial Group Advisory Services LLC holds 312,814 shares of DFSD stock, worth $14.8 Million. This represents 4.75% of its overall portfolio holdings.
Number of Shares
312,814
Previous 278,977
12.13%
Holding current value
$14.8 Million
Previous $13.3 Billion
10.11%
% of portfolio
4.75%
Previous 4.63%
Shares
9 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