Bcu Wealth Advisors, LLC Dimensional ETF Tr Core Fxd In Transaction History
Bcu Wealth Advisors, LLC
- $118 Billion
- Q1 2024
A detailed history of Bcu Wealth Advisors, LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Bcu Wealth Advisors, LLC holds 131,069 shares of DFCF stock, worth $5.49 Million. This represents 4.67% of its overall portfolio holdings.
Number of Shares
131,069
Previous 106,665
22.88%
Holding current value
$5.49 Million
Previous $4.52 Billion
21.57%
% of portfolio
4.67%
Previous 4.91%
Shares
2 transactions
Others Institutions Holding DFCF
# of Institutions
293Shares Held
83.6MCall Options Held
0Put Options Held
0-
Truepoint, Inc.9.94MShares$416 Million12.05% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA6.95MShares$291 Million10.95% of portfolio
-
Elser Financial Planning, Inc Indianapolis, IN3.1MShares$130 Million21.55% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.63MShares$110 Million11.04% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.27MShares$95 Million24.6% of portfolio