B.O.S.S. Retirement Advisors, LLC Dimensional ETF Tr Core Fxd In Transaction History
B.O.S.S. Retirement Advisors, LLC
- $497 Billion
- Q3 2024
A detailed history of B.O.S.S. Retirement Advisors, LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, B.O.S.S. Retirement Advisors, LLC holds 22,527 shares of DFCF stock, worth $924,733. This represents 0.2% of its overall portfolio holdings.
Number of Shares
22,527
Previous 21,866
3.02%
Holding current value
$924,733
Previous $908 Million
7.12%
% of portfolio
0.2%
Previous 0.23%
Shares
10 transactions
Others Institutions Holding DFCF
# of Institutions
334Shares Held
89MCall Options Held
0Put Options Held
0-
Truepoint, Inc.10.5MShares$430 Million12.4% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.9MShares$119 Million11.58% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.66MShares$109 Million23.84% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.43MShares$99.7 Million1.24% of portfolio
-
Great Waters Wealth Management Minneapolis, MN2.08MShares$85.4 Million12.12% of portfolio