Assured Partners Investment Advisors, LLC Dimensional ETF Tr Core Fxd In Transaction History
Assured Partners Investment Advisors, LLC
- $513 Billion
- Q4 2024
A detailed history of Assured Partners Investment Advisors, LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Assured Partners Investment Advisors, LLC holds 149,510 shares of DFCF stock, worth $6.21 Million. This represents 1.2% of its overall portfolio holdings.
Number of Shares
149,510Holding current value
$6.21 Million% of portfolio
1.2%Shares
1 transactions
Others Institutions Holding DFCF
# of Institutions
371Shares 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$480 Million3.2% of portfolio
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Truepoint, Inc.11.1MShares$462 Million12.57% of portfolio
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Beaird Harris Wealth Management, LLC Dallas, TX2.97MShares$123 Million11.32% of portfolio
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Wp Wealth LLP Fort Worth, TX2.66MShares$111 Million23.84% of portfolio