Valued Wealth Advisors LLC Dimensional ETF Tr Core Fxd In Transaction History
Valued Wealth Advisors LLC
- $192 Billion
- Q2 2025
Number of Shares
0
Previous 0
NaN%
Holding current value
$0
Previous $5,000
20.0%
% of portfolio
0.0%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding DFCF
# of Institutions
426Shares Held
120MCall Options Held
0Put Options Held
0-
Truepoint, Inc.11.5MShares$494 Million12.43% of portfolio
-
Elser Financial Planning, Inc Indianapolis, IN3.66MShares$157 Million9.18% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX3.04MShares$130 Million10.8% of portfolio
-
True Link Financial Advisors, LLC2.82MShares$121 Million8.26% of portfolio
-
Factory Mutual Insurance CO Waltham, MA2.79MShares$120 Million1.31% of portfolio