Ae Wealth Management LLC Dimensional ETF Tr Core Fxd In Transaction History
Ae Wealth Management LLC
- $9.76 Billion
- Q3 2024
A detailed history of Ae Wealth Management LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Ae Wealth Management LLC holds 444,066 shares of DFCF stock, worth $18.5 Million. This represents 0.2% of its overall portfolio holdings.
Number of Shares
444,066
Previous 402,644
10.29%
Holding current value
$18.5 Million
Previous $16.7 Million
14.67%
% of portfolio
0.2%
Previous 0.19%
Shares
10 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.11.1MShares$463 Million12.57% of portfolio
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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