Tci Wealth Advisors, Inc. Dimensional ETF Tr Short Durat Transaction History
Tci Wealth Advisors, Inc.
- $1.13 Billion
- Q4 2024
A detailed history of Tci Wealth Advisors, Inc. transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Tci Wealth Advisors, Inc. holds 50,795 shares of DFSD stock, worth $2.4 Million. This represents 0.21% of its overall portfolio holdings.
Number of Shares
50,795
Previous 7,764
554.24%
Holding current value
$2.4 Million
Previous $370,000
543.51%
% of portfolio
0.21%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding DFSD
# of Institutions
320Shares Held
64.1MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH4.17MShares$197 Million1.31% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.71MShares$128 Million1.54% 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$98.2 Million1.09% of portfolio