Invst, LLC Dimensional ETF Tr Short Durat Transaction History

Invst, LLC

$927 Million
Q2 2024

A detailed history of Invst, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Invst, LLC holds 15,314 shares of DFSD stock, worth $723,433. This represents 0.08% of its overall portfolio holdings.

Number of Shares

15,314

Holding current value

$723,433

% of portfolio

0.08%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 16, 2024	BUY	$46.64 - $47.15 $714,244 - $722,055	15,314 New	15,314 $719,000

Others Institutions Holding DFSD

# of Institutions

257

Shares Held

44.2M

Call Options Held

Put Options Held

Beaird Harris Wealth Management, LLC Dallas, TX

2.37M
Shares

$112 Million
11.04% of portfolio
Resources Investment Advisors, Llc. Overland Park, KS

2.18M
Shares

$103 Million
1.31% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

2.08M
Shares

$98.1 Million
1.09% of portfolio
Di Nuzzo Private Wealth, Inc. Beaver, PA

2M
Shares

$94.4 Million
15.04% of portfolio
Planning Center, Inc.

1.97M
Shares

$93.2 Million
16.69% of portfolio

View Full List

About DIMENSIONAL ETF TR SHORT DURAT

Ticker DFSD
Sector ETFs
Industry ETFs

More about DFSD

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