Ethos Financial Group, LLC Dimensional ETF Tr Core Fxd In Transaction History
Ethos Financial Group, LLC
- $665 Million
- Q4 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 7,088 shares of DFCF stock, worth $298,192. This represents 0.04% of its overall portfolio holdings.
Number of Shares
7,088
Previous 7,034
0.77%
Holding current value
$298,192
Previous $303,000
3.3%
% of portfolio
0.04%
Previous 0.06%
Shares
3 transactions
Others Institutions Holding DFCF
# of Institutions
402Shares Held
3.55BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN3.44BShares$145 Billion8.57% of portfolio
-
Essential Planning, Llc. Portsmouth, NH11.6MShares$486 Million3.2% of portfolio
-
Truepoint, Inc.11.1MShares$468 Million12.57% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.97MShares$125 Million11.32% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.77MShares$117 Million23.4% of portfolio