Cpwm, LLC Dimensional ETF Tr Short Durat Transaction History
Cpwm, LLC
- $1.06 Billion
- Q3 2022
A detailed history of Cpwm, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Cpwm, LLC holds 12,691 shares of DFSD stock, worth $600,030. This represents 0.06% of its overall portfolio holdings.
Number of Shares
12,691
Previous 5,856
116.72%
Holding current value
$600,030
Previous $275,000
112.36%
% of portfolio
0.06%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding DFSD
# of Institutions
282Shares Held
54.2MCall Options Held
0Put Options Held
0-
Beaird Harris Wealth Management, LLC Dallas, TX2.49MShares$118 Million11.0% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.39MShares$113 Million1.35% of portfolio
-
Savant Capital, LLC2.31MShares$109 Million0.88% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$98.2 Million1.09% of portfolio
-
Planning Center, Inc.2.05MShares$96.8 Million16.79% of portfolio