Parkshore Wealth Management, Inc. Dimensional ETF Tr Short Durat Transaction History
Parkshore Wealth Management, Inc.
- $166 Billion
- Q4 2024
A detailed history of Parkshore Wealth Management, Inc. transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Parkshore Wealth Management, Inc. holds 77,217 shares of DFSD stock, worth $3.67 Million. This represents 2.18% of its overall portfolio holdings.
Number of Shares
77,217Holding current value
$3.67 Million% of portfolio
2.18%Shares
1 transactions
Others Institutions Holding DFSD
# of Institutions
332Shares Held
66MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH4.17MShares$198 Million1.31% of portfolio
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Buckingham Strategic Partners Saint Louis, MO2.98MShares$142 Million2.55% of portfolio
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Resources Investment Advisors, Llc. Overland Park, KS2.71MShares$129 Million1.54% of portfolio
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Beaird Harris Wealth Management, LLC Dallas, TX2.59MShares$123 Million11.2% of portfolio
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Savant Capital, LLC2.31MShares$110 Million0.88% of portfolio