One Degree Advisors Inc Dimensional ETF Tr Short Durat Transaction History
One Degree Advisors Inc
- $237 Million
- Q3 2024
A detailed history of One Degree Advisors Inc transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, One Degree Advisors Inc holds 244,312 shares of DFSD stock, worth $11.5 Million. This represents 4.92% of its overall portfolio holdings.
Number of Shares
244,312
Previous 4,836
4951.94%
Holding current value
$11.5 Million
Previous $227,000
5042.29%
% of portfolio
4.92%
Previous 0.11%
Shares
3 transactions
Others Institutions Holding DFSD
# of Institutions
257Shares Held
44.2MCall Options Held
0Put Options Held
0-
Beaird Harris Wealth Management, LLC Dallas, TX2.37MShares$112 Million11.04% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.18MShares$103 Million1.31% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$98.1 Million1.09% of portfolio
-
Di Nuzzo Private Wealth, Inc. Beaver, PA2MShares$94.4 Million15.04% of portfolio
-
Planning Center, Inc.1.97MShares$93.2 Million16.69% of portfolio