Beta Wealth Group, Inc. Dimensional ETF Tr Core Fxd In Transaction History
Beta Wealth Group, Inc.
- $189 Million
- Q1 2024
A detailed history of Beta Wealth Group, Inc. transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Beta Wealth Group, Inc. holds 12,710 shares of DFCF stock, worth $527,973. This represents 0.28% of its overall portfolio holdings.
Number of Shares
12,710
Previous 11,295
12.53%
Holding current value
$527,973
Previous $478,000
11.51%
% of portfolio
0.28%
Previous 0.27%
Shares
9 transactions
Others Institutions Holding DFCF
# of Institutions
289Shares Held
78.2MCall Options Held
0Put Options Held
0-
Truepoint, Inc.9.94MShares$413 Million12.05% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA6.95MShares$289 Million10.95% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.63MShares$109 Million11.04% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.27MShares$94.3 Million24.6% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS1.88MShares$78 Million1.26% of portfolio