Ml & R Wealth Management LLC Dimensional ETF Tr Short Durat Transaction History
Ml & R Wealth Management LLC
- $435 Million
- Q1 2024
Shares
3 transactions
Others Institutions Holding DFSD
# of Institutions
299Shares Held
60.4MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH4.17MShares$197 Million1.31% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.59MShares$122 Million11.2% of portfolio
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Resources Investment Advisors, Llc. Overland Park, KS2.39MShares$113 Million1.35% of portfolio
-
Savant Capital, LLC2.31MShares$109 Million0.88% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$98 Million1.09% of portfolio