David Wealth Management LLC Dimensional ETF Tr Core Fxd In Transaction History
David Wealth Management LLC
- $121 Billion
- Q4 2024
A detailed history of David Wealth Management LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, David Wealth Management LLC holds 155,760 shares of DFCF stock, worth $6.49 Million. This represents 5.31% of its overall portfolio holdings.
Number of Shares
155,760Holding current value
$6.49 Million% of portfolio
5.31%Shares
1 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
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Essential Planning, Llc. Portsmouth, NH11.6MShares$481 Million3.2% of portfolio
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Truepoint, Inc.11.1MShares$463 Million12.57% of portfolio
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Beaird Harris Wealth Management, LLC Dallas, TX2.97MShares$124 Million11.32% of portfolio
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Wp Wealth LLP Fort Worth, TX2.66MShares$111 Million23.84% of portfolio