Wms Partners, LLC Dimensional ETF Tr Short Durat Transaction History
Wms Partners, LLC
- $1.51 Billion
- Q2 2024
A detailed history of Wms Partners, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Wms Partners, LLC holds 12,183 shares of DFSD stock, worth $576,377. This represents 0.04% of its overall portfolio holdings.
Number of Shares
12,183
Previous 9,561
27.42%
Holding current value
$576,377
Previous $449,000
27.39%
% of portfolio
0.04%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding DFSD
# of Institutions
257Shares Held
44.2MCall Options Held
0Put Options Held
0-
Beaird Harris Wealth Management, LLC Dallas, TX2.37MShares$112 Million11.04% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.18MShares$103 Million1.31% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$98.3 Million1.09% of portfolio
-
Di Nuzzo Private Wealth, Inc. Beaver, PA2MShares$94.6 Million15.04% of portfolio
-
Planning Center, Inc.1.97MShares$93.3 Million16.69% of portfolio