Onyx Financial Advisors, LLC Dimensional ETF Tr Short Durat Transaction History
Onyx Financial Advisors, LLC
- $182 Billion
- Q3 2024
A detailed history of Onyx Financial Advisors, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Onyx Financial Advisors, LLC holds 320,796 shares of DFSD stock, worth $15 Million. This represents 8.41% of its overall portfolio holdings.
Number of Shares
320,796
Previous 306,417
4.69%
Holding current value
$15 Million
Previous $14.4 Billion
6.34%
% of portfolio
8.41%
Previous 8.63%
Shares
8 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$94.8 Million2.21% of portfolio
-
Planning Center, Inc.2.01MShares$94.2 Million16.23% of portfolio