Williams & Novak, LLC Dimensional ETF Tr Core Fxd In Transaction History
Williams & Novak, LLC
- $104 Billion
- Q4 2024
A detailed history of Williams & Novak, LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Williams & Novak, LLC holds 7,284 shares of DFCF stock, worth $304,034. This represents 0.29% of its overall portfolio holdings.
Number of Shares
7,284
Previous 10,018
27.29%
Holding current value
$304,034
Previous $433 Million
30.53%
% of portfolio
0.29%
Previous 0.4%
Shares
3 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