Align Wealth Management, LLC Dimensional ETF Tr Core Fxd In Transaction History
Align Wealth Management, LLC
- $118 Billion
- Q4 2022
A detailed history of Align Wealth Management, LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Align Wealth Management, LLC holds 9,483 shares of DFCF stock, worth $397,811. This represents 0.33% of its overall portfolio holdings.
Number of Shares
9,483Holding current value
$397,811% of portfolio
0.33%Shares
1 transactions
Others Institutions Holding DFCF
# of Institutions
415Shares Held
121MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH11.6MShares$485 Million3.2% of portfolio
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Truepoint, Inc.11.1MShares$466 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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Factory Mutual Insurance CO Waltham, MA2.79MShares$117 Million1.39% of portfolio
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Wp Wealth LLP Fort Worth, TX2.77MShares$116 Million23.4% of portfolio