Kooman & Associates Dimensional ETF Tr Short Durat Transaction History
Kooman & Associates
- $271 Billion
- Q3 2024
A detailed history of Kooman & Associates transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Kooman & Associates holds 126,979 shares of DFSD stock, worth $5.94 Million. This represents 2.24% of its overall portfolio holdings.
Number of Shares
126,979
Previous 128,455
1.15%
Holding current value
$5.94 Million
Previous $6.04 Billion
0.41%
% of portfolio
2.24%
Previous 2.43%
Shares
11 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$94.7 Million2.21% of portfolio
-
Planning Center, Inc.2.01MShares$94.2 Million16.23% of portfolio