Capital Performance Advisors LLP Dimensional ETF Tr Short Durat Transaction History
Capital Performance Advisors LLP
- $310 Million
- Q4 2024
A detailed history of Capital Performance Advisors LLP transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Capital Performance Advisors LLP holds 5,375 shares of DFSD stock, worth $253,807. This represents 0.08% of its overall portfolio holdings.
Number of Shares
5,375
Previous 5,375
-0.0%
Holding current value
$253,807
Previous $256,000
1.95%
% of portfolio
0.08%
Previous 0.08%
Shares
2 transactions
Others Institutions Holding DFSD
# of Institutions
328Shares Held
65.8MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH4.17MShares$197 Million1.31% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.98MShares$141 Million2.55% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.71MShares$128 Million1.54% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.59MShares$122 Million11.2% of portfolio
-
Savant Capital, LLC2.31MShares$109 Million0.88% of portfolio