Dixon Fnancial Services, Inc. Dimensional ETF Tr Short Durat Transaction History
Dixon Fnancial Services, Inc.
- $183 Million
- Q4 2024
A detailed history of Dixon Fnancial Services, Inc. transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Dixon Fnancial Services, Inc. holds 9,596 shares of DFSD stock, worth $454,562. This represents 0.25% of its overall portfolio holdings.
Number of Shares
9,596
Previous 8,426
13.89%
Holding current value
$454,562
Previous $402,000
11.69%
% of portfolio
0.25%
Previous 0.22%
Shares
5 transactions
Others Institutions Holding DFSD
# of Institutions
329Shares Held
65.9MCall 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$129 Million1.54% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.59MShares$123 Million11.2% of portfolio
-
Savant Capital, LLC2.31MShares$109 Million0.88% of portfolio