City State Bank Dimensional ETF Tr Short Durat Transaction History
City State Bank
- $272 Million
- Q3 2024
A detailed history of City State Bank transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, City State Bank holds 47,616 shares of DFSD stock, worth $2.23 Million. This represents 0.84% of its overall portfolio holdings.
Number of Shares
47,616
Previous 26,285
81.15%
Holding current value
$2.23 Million
Previous $1.24 Million
84.05%
% of portfolio
0.84%
Previous 0.51%
Shares
3 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