Hfg Wealth Management, LLC Dimensional ETF Tr Short Durat Transaction History
Hfg Wealth Management, LLC
- $157 Billion
- Q3 2024
A detailed history of Hfg Wealth Management, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Hfg Wealth Management, LLC holds 13,005 shares of DFSD stock, worth $615,266. This represents 0.39% of its overall portfolio holdings.
Number of Shares
13,005
Previous 13,005
-0.0%
Holding current value
$615,266
Previous $611 Million
-0.0%
% of portfolio
0.39%
Previous 0.39%
Shares
4 transactions
Others Institutions Holding DFSD
# of Institutions
257Shares Held
44.2MCall Options Held
0Put Options Held
0-
Beaird Harris Wealth Management, LLC Dallas, TX2.37MShares$112 Million11.04% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.18MShares$103 Million1.31% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$98.3 Million1.09% of portfolio
-
Di Nuzzo Private Wealth, Inc. Beaver, PA2MShares$94.6 Million15.04% of portfolio
-
Planning Center, Inc.1.97MShares$93.3 Million16.69% of portfolio