Burney CO Dimensional ETF Tr Short Durat Transaction History
Burney CO
- $2.49 Billion
- Q4 2024
A detailed history of Burney CO transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Burney CO holds 125,800 shares of DFSD stock, worth $5.92 Million. This represents 0.24% of its overall portfolio holdings.
Number of Shares
125,800
Previous 150,144
16.21%
Holding current value
$5.92 Million
Previous $7.17 Million
17.72%
% of portfolio
0.24%
Previous 0.28%
Shares
8 transactions
Others Institutions Holding DFSD
# of Institutions
271Shares Held
50.4MCall Options Held
0Put Options Held
0-
Beaird Harris Wealth Management, LLC Dallas, TX2.49MShares$117 Million11.0% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.39MShares$112 Million1.35% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$97.7 Million1.09% of portfolio
-
Planning Center, Inc.2.05MShares$96.3 Million16.79% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.02MShares$95.1 Million2.21% of portfolio