Congress Wealth Management LLC Dimensional ETF Tr Core Fxd In Transaction History
Congress Wealth Management LLC
- $6.94 Billion
- Q4 2024
A detailed history of Congress Wealth Management LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Congress Wealth Management LLC holds 4,963 shares of DFCF stock, worth $207,155. This represents 0.0% of its overall portfolio holdings.
Number of Shares
4,963Holding current value
$207,155% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding DFCF
# of Institutions
394Shares Held
3.55BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN3.44BShares$144 Billion8.57% of portfolio
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Essential Planning, Llc. Portsmouth, NH11.6MShares$482 Million3.2% of portfolio
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Truepoint, Inc.11.1MShares$464 Million12.57% of portfolio
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Beaird Harris Wealth Management, LLC Dallas, TX2.97MShares$124 Million11.32% of portfolio
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Wp Wealth LLP Fort Worth, TX2.77MShares$116 Million23.4% of portfolio