Better Wealth, LLC Dimensional ETF Tr Core Fxd In Transaction History
Better Wealth, LLC
- $330 Million
- Q3 2024
A detailed history of Better Wealth, LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Better Wealth, LLC holds 435,784 shares of DFCF stock, worth $18 Million. This represents 5.7% of its overall portfolio holdings.
Number of Shares
435,784
Previous 405,286
7.53%
Holding current value
$18 Million
Previous $16.8 Million
11.8%
% of portfolio
5.7%
Previous 5.5%
Shares
10 transactions
Others Institutions Holding DFCF
# of Institutions
331Shares Held
88.3MCall Options Held
0Put Options Held
0-
Truepoint, Inc.10.5MShares$433 Million12.4% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.9MShares$120 Million11.58% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.66MShares$110 Million23.84% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.43MShares$100 Million1.24% of portfolio
-
Great Waters Wealth Management Minneapolis, MN2.08MShares$86 Million12.12% of portfolio