Chicago Partners Investment Group LLC Dimensional ETF Tr Core Fxd In Transaction History
Chicago Partners Investment Group LLC
- $2.81 Billion
- Q4 2024
A detailed history of Chicago Partners Investment Group LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Chicago Partners Investment Group LLC holds 325,345 shares of DFCF stock, worth $13.7 Million. This represents 0.48% of its overall portfolio holdings.
Number of Shares
325,345
Previous 315,100
3.25%
Holding current value
$13.7 Million
Previous $13.6 Million
1.12%
% of portfolio
0.48%
Previous 0.48%
Shares
13 transactions
Others Institutions Holding DFCF
# of Institutions
407Shares Held
3.56BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN3.44BShares$145 Billion8.57% of portfolio
-
Essential Planning, Llc. Portsmouth, NH11.6MShares$487 Million3.2% of portfolio
-
Truepoint, Inc.11.1MShares$469 Million12.57% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.97MShares$125 Million11.32% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.77MShares$117 Million23.4% of portfolio