Savvy Advisors, Inc. Dimensional ETF Tr Short Durat Transaction History
Savvy Advisors, Inc.
- $492 Billion
- Q3 2024
A detailed history of Savvy Advisors, Inc. transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Savvy Advisors, Inc. holds 8,490 shares of DFSD stock, worth $397,586. This represents 0.08% of its overall portfolio holdings.
Number of Shares
8,490
Previous 4,781
77.58%
Holding current value
$397,586
Previous $225 Million
80.37%
% of portfolio
0.08%
Previous 0.07%
Shares
3 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