Dixon Fnancial Services, Inc. Dimensional ETF Tr Short Durat Transaction History
Dixon Fnancial Services, Inc.
- $187 Million
- Q3 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 8,426 shares of DFSD stock, worth $394,589. This represents 0.22% of its overall portfolio holdings.
Number of Shares
8,426
Previous 7,148
17.88%
Holding current value
$394,589
Previous $335,000
20.0%
% of portfolio
0.22%
Previous 0.19%
Shares
4 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$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$97.3 Million1.09% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.02MShares$94.8 Million2.21% of portfolio
-
Planning Center, Inc.2.01MShares$94.2 Million16.23% of portfolio