White Wing Wealth Management Dimensional ETF Tr Short Durat Transaction History
White Wing Wealth Management
- $133 Million
- Q4 2024
A detailed history of White Wing Wealth Management transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, White Wing Wealth Management holds 133,876 shares of DFSD stock, worth $6.33 Million. This represents 4.73% of its overall portfolio holdings.
Number of Shares
133,876
Previous 122,828
8.99%
Holding current value
$6.33 Million
Previous $5.86 Million
7.04%
% of portfolio
4.73%
Previous 4.59%
Shares
5 transactions
Others Institutions Holding DFSD
# of Institutions
285Shares Held
54.6MCall Options Held
0Put Options Held
0-
Beaird Harris Wealth Management, LLC Dallas, TX2.49MShares$118 Million11.0% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.39MShares$113 Million1.35% of portfolio
-
Savant Capital, LLC2.31MShares$109 Million0.88% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$98.2 Million1.09% of portfolio
-
Planning Center, Inc.2.05MShares$96.8 Million16.79% of portfolio