Altiora Financial Group, LLC Dimensional ETF Tr Short Durat Transaction History
Altiora Financial Group, LLC
- $452 Billion
- Q3 2024
A detailed history of Altiora Financial Group, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Altiora Financial Group, LLC holds 733,706 shares of DFSD stock, worth $34.3 Million. This represents 7.74% of its overall portfolio holdings.
Number of Shares
733,706
Previous 532,095
37.89%
Holding current value
$34.3 Million
Previous $25 Billion
40.06%
% of portfolio
7.74%
Previous 6.0%
Shares
2 transactions
Others Institutions Holding DFSD
# of Institutions
260Shares Held
49.1MCall Options Held
0Put Options Held
0-
Beaird Harris Wealth Management, LLC Dallas, TX2.49MShares$116 Million11.0% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.39MShares$112 Million1.35% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$97.1 Million1.09% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.02MShares$94.6 Million2.21% of portfolio
-
Planning Center, Inc.2.01MShares$94.1 Million16.23% of portfolio