Concord Wealth Partners Dimensional ETF Tr Core Fxd In Transaction History
Concord Wealth Partners
- $603 Million
- Q4 2024
A detailed history of Concord Wealth Partners transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Concord Wealth Partners holds 205,909 shares of DFCF stock, worth $8.69 Million. This represents 1.41% of its overall portfolio holdings.
Number of Shares
205,909
Previous 179,676
14.6%
Holding current value
$8.69 Million
Previous $7.76 Million
9.74%
% of portfolio
1.41%
Previous 1.31%
Shares
9 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