Wheelhouse Advisory Group LLC Dimensional ETF Tr Short Durat Transaction History
Wheelhouse Advisory Group LLC
- $155 Billion
- Q3 2024
A detailed history of Wheelhouse Advisory Group LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Wheelhouse Advisory Group LLC holds 47,075 shares of DFSD stock, worth $2.2 Million. This represents 1.45% of its overall portfolio holdings.
Number of Shares
47,075Holding current value
$2.2 Million% of portfolio
1.45%Shares
1 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
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Resources Investment Advisors, Llc. Overland Park, KS2.39MShares$112 Million1.35% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$97.3 Million1.09% of portfolio
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Buckingham Strategic Partners Saint Louis, MO2.02MShares$94.7 Million2.21% of portfolio
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Planning Center, Inc.2.01MShares$94.2 Million16.23% of portfolio