Annis Gardner Whiting Capital Advisors, LLC Dimensional ETF Tr Core Fxd In Transaction History

Annis Gardner Whiting Capital Advisors, LLC

$357 Billion
Q4 2024

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 08, 2023	BUY	$40.3 - $42.05 $104,135 - $108,657	2,584 New	2,584 $104 Million

Others Institutions Holding DFCF

# of Institutions

402

Shares Held

3.55B

Call Options Held

Put Options Held

Elser Financial Planning, Inc Indianapolis, IN

3.44B
Shares

$144 Billion
8.57% of portfolio
Essential Planning, Llc. Portsmouth, NH

11.6M
Shares

$483 Million
3.2% of portfolio
Truepoint, Inc.

11.1M
Shares

$464 Million
12.57% of portfolio
Beaird Harris Wealth Management, LLC Dallas, TX

2.97M
Shares

$124 Million
11.32% of portfolio
Wp Wealth LLP Fort Worth, TX

2.77M
Shares

$116 Million
23.4% of portfolio

View Full List

About DIMENSIONAL ETF TR CORE FXD IN

Ticker DFCF
Sector ETFs
Industry ETFs

More about DFCF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Annis Gardner Whiting Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Annis Gardner Whiting Capital Advisors, LLC with notifications on news.

Account