American Investment Services, Inc. Dimensional ETF Tr Short Durat Transaction History
American Investment Services, Inc.
- $584 Million
- Q3 2024
A detailed history of American Investment Services, Inc. transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, American Investment Services, Inc. holds 21,765 shares of DFSD stock, worth $1.02 Million. This represents 0.18% of its overall portfolio holdings.
Number of Shares
21,765
Previous 31,910
31.79%
Holding current value
$1.02 Million
Previous $1.5 Million
30.69%
% of portfolio
0.18%
Previous 0.27%
Shares
6 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