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
281Shares Held
54.1MCall 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$113 Million1.35% of portfolio
-
Savant Capital, LLC2.31MShares$109 Million0.88% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$98 Million1.09% of portfolio
-
Planning Center, Inc.2.05MShares$96.6 Million16.79% of portfolio