Concorde Asset Management, LLC Dimensional ETF Tr Core Fxd In Transaction History
Concorde Asset Management, LLC
- $173 Million
- Q3 2024
A detailed history of Concorde Asset Management, LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Concorde Asset Management, LLC holds 6,415 shares of DFCF stock, worth $267,120. This represents 0.16% of its overall portfolio holdings.
Number of Shares
6,415
Previous 7,534
14.85%
Holding current value
$267,120
Previous $312,000
11.22%
% of portfolio
0.16%
Previous 0.2%
Shares
6 transactions
Others Institutions Holding DFCF
# of Institutions
331Shares Held
88.3MCall Options Held
0Put Options Held
0-
Truepoint, Inc.10.5MShares$437 Million12.4% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.9MShares$121 Million11.58% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.66MShares$111 Million23.84% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.43MShares$101 Million1.24% of portfolio
-
Great Waters Wealth Management Minneapolis, MN2.08MShares$86.6 Million12.12% of portfolio