Copperleaf Capital, LLC Dimensional ETF Tr Core Fxd In Transaction History
Copperleaf Capital, LLC
- $115 Million
- Q3 2024
A detailed history of Copperleaf Capital, LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Copperleaf Capital, LLC holds 21,384 shares of DFCF stock, worth $893,209. This represents 0.8% of its overall portfolio holdings.
Number of Shares
21,384
Previous 16,443
30.05%
Holding current value
$893,209
Previous $683,000
35.14%
% of portfolio
0.8%
Previous 0.62%
Shares
6 transactions
Others Institutions Holding DFCF
# of Institutions
329Shares Held
87.7MCall Options Held
0Put Options Held
0-
Truepoint, Inc.10.5MShares$438 Million12.4% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.78MShares$116 Million11.43% 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$86.9 Million12.12% of portfolio