B.O.S.S. Retirement Advisors, LLC Dimensional ETF Tr Core Fxd In Transaction History
B.O.S.S. Retirement Advisors, LLC
- $358 Billion
- Q4 2024
A detailed history of B.O.S.S. Retirement Advisors, LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, B.O.S.S. Retirement Advisors, LLC holds 18,039 shares of DFCF stock, worth $751,504. This represents 0.21% of its overall portfolio holdings.
Number of Shares
18,039
Previous 22,527
19.92%
Holding current value
$751,504
Previous $973 Million
23.48%
% of portfolio
0.21%
Previous 0.2%
Shares
11 transactions
Others Institutions Holding DFCF
# of Institutions
367Shares Held
3.55BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN3.44BShares$143 Billion8.57% of portfolio
-
Essential Planning, Llc. Portsmouth, NH11.6MShares$481 Million3.2% of portfolio
-
Truepoint, Inc.10.5MShares$437 Million12.4% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.97MShares$124 Million11.32% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.66MShares$111 Million23.84% of portfolio