Vermillion & White Wealth Management Group, LLC Dimensional ETF Tr Short Durat Transaction History
Vermillion & White Wealth Management Group, LLC
- $136 Billion
- Q4 2024
A detailed history of Vermillion & White Wealth Management Group, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Vermillion & White Wealth Management Group, LLC holds 58,814 shares of DFSD stock, worth $2.8 Million. This represents 2.03% of its overall portfolio holdings.
Number of Shares
58,814
Previous 55,271
6.41%
Holding current value
$2.8 Million
Previous $2.64 Billion
4.49%
% of portfolio
2.03%
Previous 1.95%
Shares
5 transactions
Others Institutions Holding DFSD
# of Institutions
331Shares Held
65.5MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH4.17MShares$198 Million1.31% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.98MShares$142 Million2.55% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.71MShares$129 Million1.54% of portfolio
-
Apella Capital, LLC2.69MShares$128 Million4.45% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.59MShares$123 Million11.2% of portfolio