Intrepid Financial Planning Group LLC Dimensional ETF Tr Short Durat Transaction History
Intrepid Financial Planning Group LLC
- $234 Million
- Q4 2024
A detailed history of Intrepid Financial Planning Group LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Intrepid Financial Planning Group LLC holds 6,605 shares of DFSD stock, worth $312,680. This represents 0.13% of its overall portfolio holdings.
Number of Shares
6,605
Previous 6,605
-0.0%
Holding current value
$312,680
Previous $315,000
1.9%
% of portfolio
0.13%
Previous 0.14%
Shares
4 transactions
Others Institutions Holding DFSD
# of Institutions
332Shares Held
67.2MCall 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$128 Million1.54% of portfolio
-
Apella Capital, LLC2.69MShares$128 Million4.45% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.59MShares$123 Million11.2% of portfolio