Black Point Wealth Management Dimensional ETF Tr Core Fxd In Transaction History

Black Point Wealth Management

$86.3 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 09, 2024	BUY	$40.79 - $41.97 $758,122 - $780,054	18,586 New	18,586 $772 Million

Others Institutions Holding DFCF

# of Institutions

325

Shares Held

86.2M

Call Options Held

0

Put Options Held

0

Truepoint, Inc.

10.5M
Shares

$439 Million
12.4% of portfolio
Beaird Harris Wealth Management, LLC Dallas, TX

2.78M
Shares

$116 Million
11.43% of portfolio
Wp Wealth LLP Fort Worth, TX

2.66M
Shares

$111 Million
23.84% of portfolio
Resources Investment Advisors, Llc. Overland Park, KS

2.43M
Shares

$102 Million
1.24% of portfolio
Great Waters Wealth Management Minneapolis, MN

2.08M
Shares

$87.1 Million
12.12% of portfolio

About DIMENSIONAL ETF TR CORE FXD IN

Ticker DFCF
Sector ETFs
Industry ETFs

More about DFCF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Black Point Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Black Point Wealth Management with notifications on news.