Shearwater Capital LLC Dimensional ETF Tr Short Durat Transaction History
Shearwater Capital LLC
- $147 Million
- Q4 2024
A detailed history of Shearwater Capital LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Shearwater Capital LLC holds 8,570 shares of DFSD stock, worth $402,961. This represents 0.27% of its overall portfolio holdings.
Number of Shares
8,570
Previous 8,570
-0.0%
Holding current value
$402,961
Previous $409,000
1.96%
% of portfolio
0.27%
Previous 0.28%
Shares
5 transactions
Others Institutions Holding DFSD
# of Institutions
271Shares Held
50.4MCall 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$97.7 Million1.09% of portfolio
-
Planning Center, Inc.2.05MShares$96.3 Million16.79% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.02MShares$95.1 Million2.21% of portfolio