Resources Investment Advisors, Llc. Dimensional ETF Tr Short Durat Transaction History
Resources Investment Advisors, Llc.
- $8.43 Billion
- Q3 2024
A detailed history of Resources Investment Advisors, Llc. transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Resources Investment Advisors, Llc. holds 2,391,290 shares of DFSD stock, worth $113 Million. This represents 1.35% of its overall portfolio holdings.
Number of Shares
2,391,290
Previous 2,177,374
9.82%
Holding current value
$113 Million
Previous $102 Million
11.55%
% of portfolio
1.35%
Previous 1.31%
Shares
6 transactions
Others Institutions Holding DFSD
# of Institutions
309Shares Held
62.2MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH4.17MShares$196 Million1.31% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.59MShares$122 Million11.2% of portfolio
-
Savant Capital, LLC2.31MShares$109 Million0.88% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$97.8 Million1.09% of portfolio
-
Planning Center, Inc.2.05MShares$96.4 Million16.79% of portfolio