Collective Family Office LLC Dimensional ETF Tr Core Fxd In Transaction History
Collective Family Office LLC
- $360 Million
- Q4 2024
A detailed history of Collective Family Office LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Collective Family Office LLC holds 217,743 shares of DFCF stock, worth $9.19 Million. This represents 2.5% of its overall portfolio holdings.
Number of Shares
217,743
Previous 216,271
0.68%
Holding current value
$9.19 Million
Previous $9.34 Million
3.59%
% of portfolio
2.5%
Previous 2.57%
Shares
11 transactions
Others Institutions Holding DFCF
# of Institutions
403Shares 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$488 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