Beacon Financial Advisory LLC Dimensional ETF Tr Core Fxd In Transaction History
Beacon Financial Advisory LLC
- $193 Million
- Q1 2024
A detailed history of Beacon Financial Advisory LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Beacon Financial Advisory LLC holds 13,856 shares of DFCF stock, worth $580,150. This represents 0.3% of its overall portfolio holdings.
Number of Shares
13,856
Previous 13,919
0.45%
Holding current value
$580,150
Previous $590,000
1.53%
% of portfolio
0.3%
Previous 0.29%
Shares
6 transactions
Others Institutions Holding DFCF
# of Institutions
289Shares Held
78.8MCall 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
-
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
-
Resources Investment Advisors, Llc. Overland Park, KS1.88MShares$78.6 Million1.26% of portfolio