Ethos Financial Group, LLC Dimensional ETF Tr Core Fxd In Transaction History
Ethos Financial Group, LLC
- $528 Million
- Q3 2024
A detailed history of Ethos Financial Group, LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Ethos Financial Group, LLC holds 7,034 shares of DFCF stock, worth $290,293. This represents 0.06% of its overall portfolio holdings.
Number of Shares
7,034
Previous 6,131
14.73%
Holding current value
$290,293
Previous $255,000
18.82%
% of portfolio
0.06%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding DFCF
# of Institutions
334Shares Held
90.2MCall Options Held
0Put Options Held
0-
Truepoint, Inc.10.5MShares$433 Million12.4% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.9MShares$120 Million11.58% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.66MShares$110 Million23.84% of portfolio
-
Great Waters Wealth Management Minneapolis, MN2.48MShares$102 Million13.14% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.43MShares$100 Million1.24% of portfolio