Omni 360 Wealth, Inc. Dimensional ETF Tr Short Durat Transaction History

Omni 360 Wealth, Inc.

$160 Billion
Q4 2024

A detailed history of Omni 360 Wealth, Inc. transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Omni 360 Wealth, Inc. holds 8,122 shares of DFSD stock, worth $386,038. This represents 0.24% of its overall portfolio holdings.

Number of Shares

8,122

Holding current value

$386,038

% of portfolio

0.24%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 14, 2025	BUY	$46.75 - $47.8 $379,703 - $388,231	8,122 New	8,122 $381 Million

Others Institutions Holding DFSD

# of Institutions

332

Shares Held

66M

Call Options Held

Put Options Held

Essential Planning, Llc. Portsmouth, NH

4.17M
Shares

$198 Million
1.31% of portfolio
Buckingham Strategic Partners Saint Louis, MO

2.98M
Shares

$142 Million
2.55% of portfolio
Resources Investment Advisors, Llc. Overland Park, KS

2.71M
Shares

$129 Million
1.54% of portfolio
Beaird Harris Wealth Management, LLC Dallas, TX

2.59M
Shares

$123 Million
11.2% of portfolio
Savant Capital, LLC

2.31M
Shares

$110 Million
0.88% of portfolio

View Full List

About DIMENSIONAL ETF TR SHORT DURAT

Ticker DFSD
Sector ETFs
Industry ETFs

More about DFSD

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Omni 360 Wealth, Inc. Dimensional ETF Tr Short Durat Transaction History