Fin Dec Wealth Services, Inc. Dimensional ETF Tr Core Fxd In Transaction History
Fin Dec Wealth Services, Inc.
- $158 Billion
- Q2 2024
A detailed history of Fin Dec Wealth Services, Inc. transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Fin Dec Wealth Services, Inc. holds 209,064 shares of DFCF stock, worth $9.08 Million. This represents 5.48% of its overall portfolio holdings.
Number of Shares
209,064
Previous 159,698
30.91%
Holding current value
$9.08 Million
Previous $6.7 Billion
29.63%
% of portfolio
5.48%
Previous 4.21%
Shares
7 transactions
Others Institutions Holding DFCF
# of Institutions
313Shares Held
88.1MCall Options Held
0Put Options Held
0-
Truepoint, Inc.10.3MShares$446 Million12.38% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA7.66MShares$333 Million11.84% of portfolio
-
Elser Financial Planning, Inc Indianapolis, IN3.1MShares$135 Million21.55% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.78MShares$121 Million11.43% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.41MShares$105 Million24.22% of portfolio