Wealthsource Partners, LLC Dimensional ETF Tr Short Durat Transaction History
Wealthsource Partners, LLC
- $1.52 Billion
- Q4 2023
A detailed history of Wealthsource Partners, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Wealthsource Partners, LLC holds 44,722 shares of DFSD stock, worth $2.09 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
44,722
Previous 39,741
12.53%
Holding current value
$2.09 Million
Previous $1.84 Million
14.05%
% of portfolio
0.14%
Previous 0.13%
Shares
5 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$94.7 Million2.21% of portfolio
-
Planning Center, Inc.2.01MShares$94.2 Million16.23% of portfolio