Journey Strategic Wealth LLC Dimensional ETF Tr Short Durat Transaction History
Journey Strategic Wealth LLC
- $2.65 Billion
- Q4 2024
A detailed history of Journey Strategic Wealth LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Journey Strategic Wealth LLC holds 4,498 shares of DFSD stock, worth $212,395. This represents 0.01% of its overall portfolio holdings.
Number of Shares
4,498
Previous 6,081
26.03%
Holding current value
$212,395
Previous $290,000
27.59%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding DFSD
# of Institutions
328Shares Held
65.8MCall 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
-
Beaird Harris Wealth Management, LLC Dallas, TX2.59MShares$122 Million11.2% of portfolio
-
Savant Capital, LLC2.31MShares$109 Million0.88% of portfolio