Drive Wealth Management, LLC Dimensional ETF Tr Core Fxd In Transaction History
Drive Wealth Management, LLC
- $388 Million
- Q4 2024
A detailed history of Drive Wealth Management, LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Drive Wealth Management, LLC holds 8,607 shares of DFCF stock, worth $359,256. This represents 0.09% of its overall portfolio holdings.
Number of Shares
8,607
Previous 10,383
17.1%
Holding current value
$359,256
Previous $448,000
20.76%
% of portfolio
0.09%
Previous 0.12%
Shares
10 transactions
Others Institutions Holding DFCF
# of Institutions
394Shares Held
3.55BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN3.44BShares$144 Billion8.57% of portfolio
-
Essential Planning, Llc. Portsmouth, NH11.6MShares$482 Million3.2% of portfolio
-
Truepoint, Inc.11.1MShares$464 Million12.57% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.97MShares$124 Million11.32% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.77MShares$116 Million23.4% of portfolio